SW
Simplicity Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,482
| Closed | -$260K | – | 657 |
|
|
2025
Q1 | $260K | Buy |
+3,482
| New | +$260K | 0.02% | 454 |
|
|
2024
Q4 | – | Sell |
-3,600
| Closed | -$258K | – | 486 |
|
|
2024
Q3 | $258K | Sell |
3,600
-3,213
| -47% | -$230K | 0.02% | 415 |
|
|
2024
Q2 | $443K | Buy |
6,813
+3,652
| +116% | +$237K | 0.01% | 803 |
|
|
2024
Q1 | $208K | Buy |
+3,161
| New | +$208K | 0.01% | 1054 |
|