RKL 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-13,660
| Closed | -$648K | – | 129 |
|
|
2018
Q2 | $648K | Hold |
13,660
| – | – | 0.15% | 90 |
|
|
2018
Q1 | $642K | Hold |
13,660
| – | – | 0.15% | 93 |
|
|
2017
Q4 | $653K | Hold |
13,660
| – | – | 0.16% | 97 |
|
|
2017
Q3 | $626K | Sell |
13,660
-80
| -0.6% | -$3.67K | 0.18% | 97 |
|
|
2017
Q2 | $616K | Buy |
13,740
+35
| +0.3% | +$1.57K | 0.2% | 98 |
|
|
2017
Q1 | $595K | Buy |
+13,705
| New | +$595K | 0.24% | 67 |
|