PWM
Prentice Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-527
| Closed | -$33K | – | 163 |
|
|
2022
Q2 | $33K | Buy |
+527
| New | +$33K | 0.03% | 80 |
|
|
2021
Q4 | – | Sell |
-527
| Closed | -$32K | – | 273 |
|
|
2021
Q3 | $32K | Hold |
527
| – | – | 0.02% | 195 |
|
|
2021
Q2 | $32K | Hold |
527
| – | – | 0.02% | 198 |
|
|
2021
Q1 | $31K | Buy |
+527
| New | +$31K | 0.02% | 194 |
|