Shakespeare Wealth Management’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Hold |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $258K | Sell |
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|
2024
Q3 | $296K | Sell |
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|
2024
Q2 | $384K | Sell |
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|
2024
Q1 | $521K | Sell |
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|
2023
Q4 | $566K | Sell |
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|
2023
Q3 | $612K | Sell |
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|
2023
Q2 | $698K | Sell |
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|
2023
Q1 | $701K | Sell |
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|
2022
Q4 | $921K | Buy |
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|
2022
Q3 | $844K | Sell |
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|
2022
Q2 | $1.52M | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $1.19M | Sell |
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|
2020
Q3 | $1.14M | Sell |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $2.26M | Sell |
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|
2019
Q4 | $3.02M | Sell |
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|
2019
Q3 | $3.11M | Sell |
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|
2019
Q2 | $3.12M | Sell |
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|
2019
Q1 | $3.1M | Buy |
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|
2018
Q4 | $2.77M | Buy |
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|
2018
Q3 | $1.76M | Sell |
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|
2018
Q2 | $1.77M | Sell |
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|
2018
Q1 | $1.93M | Sell |
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|
2017
Q4 | $1.97M | Buy |
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