Sard Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
41,707
+367
| +0.9% | +$26.7K | 1.87% | 12 |
|
|
2025
Q1 | $3.09M | Buy |
41,340
+277
| +0.7% | +$20.7K | 2.07% | 10 |
|
|
2024
Q4 | $2.87M | Buy |
41,063
+577
| +1% | +$40.4K | 1.93% | 10 |
|
|
2024
Q3 | $2.9M | Sell |
40,486
-414
| -1% | -$29.7K | 1.92% | 10 |
|
|
2024
Q2 | $2.66M | Sell |
40,900
-36,670
| -47% | -$2.38M | 1.87% | 10 |
|
|
2024
Q1 | $5.11M | Sell |
77,570
-96
| -0.1% | -$6.32K | 4.62% | 7 |
|
|
2023
Q4 | $4.87M | Buy |
+77,666
| New | +$4.87M | 4.91% | 6 |
|