Pinnacle Wealth Planning Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-760
| Closed | -$43K | – | 1700 |
|
|
2020
Q4 | $43K | Sell |
760
-6,485
| -90% | -$367K | 0.01% | 858 |
|
|
2020
Q3 | $389K | Hold |
7,245
| – | – | 0.13% | 121 |
|
|
2020
Q2 | $360K | Sell |
7,245
-170
| -2% | -$8.45K | 0.12% | 140 |
|
|
2020
Q1 | $347K | Buy |
7,415
+750
| +11% | +$35.1K | 0.16% | 124 |
|
|
2019
Q4 | $388K | Buy |
+6,665
| New | +$388K | 0.18% | 118 |
|