RWMH
Riverpoint Wealth Management Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,702
| Closed | -$268K | – | 74 |
|
|
2020
Q1 | $268K | Sell |
5,702
-21,475
| -79% | -$1.01M | 0.13% | 58 |
|
|
2019
Q4 | $1.59M | Buy |
27,177
+583
| +2% | +$34K | 0.63% | 27 |
|
|
2019
Q3 | $1.54M | Buy |
26,594
+429
| +2% | +$24.8K | 0.68% | 23 |
|
|
2019
Q2 | $1.44M | Buy |
26,165
+6,750
| +35% | +$371K | 0.66% | 24 |
|
|
2019
Q1 | $1.02M | Buy |
19,415
+393
| +2% | +$20.7K | 0.49% | 27 |
|
|
2018
Q4 | $888K | Buy |
+19,022
| New | +$888K | 0.49% | 26 |
|