RWM
Revisor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,853
| Closed | -$205K | – | 171 |
|
|
2024
Q3 | $205K | Buy |
+2,853
| New | +$205K | 0.13% | 171 |
|
|
2024
Q2 | – | Sell |
-5,727
| Closed | -$368K | – | 187 |
|
|
2024
Q1 | $368K | Buy |
+5,727
| New | +$368K | 0.17% | 144 |
|
|
2023
Q3 | – | Sell |
-3,208
| Closed | -$202K | – | 172 |
|
|
2023
Q2 | $202K | Sell |
3,208
-248
| -7% | -$15.6K | 0.18% | 155 |
|
|
2023
Q1 | $216K | Buy |
+3,456
| New | +$216K | 0.2% | 148 |
|