Schrum Private Wealth Management’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
Q3 | $231K | Buy |
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|
2025
Q2 | $229K | Sell |
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|
2025
Q1 | $263K | Buy |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $498K | Buy |
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|
2024
Q2 | $229K | Buy |
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|
2024
Q1 | $231K | Buy |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $220K | Buy |
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|
2023
Q1 | $219K | Buy |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $235K | Buy |
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