Sequent Planning’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 | $502K | Buy |
6,891
+369
| +6% | +$26.9K | 0.16% | 91 |
|
|
2025
Q1 | $487K | Sell |
6,522
-1,372
| -17% | -$103K | 0.18% | 81 |
|
|
2024
Q4 | $553K | Sell |
7,894
-4,062
| -34% | -$284K | 0.2% | 81 |
|
|
2024
Q3 | $858K | Sell |
11,956
-4,573
| -28% | -$328K | 0.3% | 61 |
|
|
2024
Q2 | $1.07M | Sell |
16,529
-359
| -2% | -$23.2K | 0.37% | 44 |
|
|
2024
Q1 | $1.11M | Buy |
+16,888
| New | +$1.11M | 0.4% | 43 |
|