PWA
Phoenix Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,400
| Closed | -$77K | – | 324 |
|
|
2021
Q3 | $77K | Buy |
1,400
+933
| +200% | +$51.3K | 0.06% | 162 |
|
|
2021
Q2 | $29K | Hold |
467
| – | – | 0.02% | 226 |
|
|
2021
Q1 | $27K | Hold |
467
| – | – | 0.02% | 237 |
|
|
2020
Q4 | $26K | Buy |
+467
| New | +$26K | 0.02% | 239 |
|