RDFA
Ritter Daniher Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,930
| Closed | -$123K | – | 317 |
|
|
2022
Q4 | $123K | Hold |
1,930
| – | – | 0.06% | 91 |
|
|
2022
Q3 | $112K | Sell |
1,930
-375
| -16% | -$21.8K | 0.08% | 85 |
|
|
2022
Q2 | $143K | Hold |
2,305
| – | – | 0.1% | 71 |
|
|
2022
Q1 | $155K | Hold |
2,305
| – | – | 0.11% | 65 |
|
|
2021
Q4 | $158K | Hold |
2,305
| – | – | 0.11% | 64 |
|
|
2021
Q3 | $140K | Buy |
+2,305
| New | +$140K | 0.1% | 69 |
|
|
2021
Q1 | – | Sell |
-2,200
| Closed | -$124K | – | 200 |
|
|
2020
Q4 | $124K | Buy |
+2,200
| New | +$124K | 0.11% | 64 |
|