Seamount Financial 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 | $1.57M | Buy |
21,613
+2,615
| +14% | +$190K | 0.81% | 36 |
|
|
2025
Q1 | $1.42M | Sell |
18,998
-733
| -4% | -$54.8K | 0.97% | 28 |
|
|
2024
Q4 | $1.38M | Buy |
19,731
+1,556
| +9% | +$109K | 0.95% | 27 |
|
|
2024
Q3 | $1.3M | Buy |
18,175
+341
| +2% | +$24.5K | 0.98% | 27 |
|
|
2024
Q2 | $1.16M | Buy |
17,834
+1,694
| +10% | +$110K | 0.94% | 27 |
|
|
2024
Q1 | $1.06M | Sell |
16,140
-1,705
| -10% | -$112K | 0.93% | 27 |
|
|
2023
Q4 | $1.12M | Buy |
+17,845
| New | +$1.12M | 1.07% | 26 |
|