SFS
Security Financial Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,219
| Closed | -$640K | – | 193 |
|
|
2023
Q4 | $640K | Buy |
10,219
+763
| +8% | +$47.8K | 0.16% | 82 |
|
|
2023
Q3 | $556K | Buy |
9,456
+5,415
| +134% | +$318K | 0.16% | 93 |
|
|
2023
Q2 | $254K | Buy |
+4,041
| New | +$254K | 0.07% | 129 |
|
|
2023
Q1 | – | Sell |
-20,691
| Closed | -$1.32M | – | 145 |
|
|
2022
Q4 | $1.32M | Sell |
20,691
-4,443
| -18% | -$284K | 0.41% | 54 |
|
|
2022
Q3 | $1.45M | Sell |
25,134
-4,349
| -15% | -$251K | 0.5% | 48 |
|
|
2022
Q2 | $1.83M | Buy |
+29,483
| New | +$1.83M | 0.58% | 44 |
|