Rothschild Investment LLC’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Sell |
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|
2025
Q1 | $583K | Hold |
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|
2024
Q4 | $546K | Hold |
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|
2024
Q3 | $560K | Hold |
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|
2024
Q2 | $507K | Hold |
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|
2024
Q1 | $514K | Hold |
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|
2023
Q4 | $489K | Hold |
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|
2023
Q3 | $459K | Sell |
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|
2023
Q2 | $515K | Sell |
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|
2023
Q1 | $517K | Hold |
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|
2022
Q4 | $529K | Buy |
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|
2022
Q3 | $439K | Sell |
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|
2022
Q2 | $494K | Sell |
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|
2022
Q1 | $542K | Hold |
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|
2021
Q4 | $554K | Buy |
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|
2021
Q3 | $478K | Sell |
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|
2021
Q2 | $482K | Sell |
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|
2021
Q1 | $504K | Sell |
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|
2020
Q4 | $774K | Sell |
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|
2020
Q3 | $990K | Sell |
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|
2020
Q2 | $959K | Sell |
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|
2020
Q1 | $975K | Buy |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $635K | Buy |
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|
2019
Q2 | $271K | Buy |
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