Prosperity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
7,930
+123
| +2% | +$8.96K | 0.21% | 106 |
|
|
2025
Q1 | $583K | Sell |
7,807
-124
| -2% | -$9.27K | 0.27% | 85 |
|
|
2024
Q4 | $555K | Sell |
7,931
-493
| -6% | -$34.5K | 0.23% | 84 |
|
|
2024
Q3 | $604K | Sell |
8,424
-51
| -0.6% | -$3.66K | 0.24% | 75 |
|
|
2024
Q2 | $550K | Sell |
8,475
-476
| -5% | -$30.9K | 0.27% | 78 |
|
|
2024
Q1 | $590K | Sell |
8,951
-1,480
| -14% | -$97.5K | 0.28% | 60 |
|
|
2023
Q4 | $654K | Sell |
10,431
-5,561
| -35% | -$348K | 0.42% | 37 |
|
|
2023
Q3 | $940K | Sell |
15,992
-10,411
| -39% | -$612K | 0.61% | 30 |
|
|
2023
Q2 | $1.66M | Sell |
26,403
-43,295
| -62% | -$2.72M | 1.07% | 15 |
|
|
2023
Q1 | $4.35M | Buy |
69,698
+3,239
| +5% | +$202K | 3.44% | 6 |
|
|
2022
Q4 | $4.25M | Buy |
+66,459
| New | +$4.25M | 4% | 4 |
|