Smith Salley Wealth Management’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 | $755K | Buy |
10,374
+12
| +0.1% | +$874 | 0.04% | 158 |
|
|
2025
Q1 | $774K | Sell |
10,362
-8,019
| -44% | -$599K | 0.05% | 151 |
|
|
2024
Q4 | $1.29M | Sell |
18,381
-548
| -3% | -$38.4K | 0.08% | 130 |
|
|
2024
Q3 | $1.36M | Sell |
18,929
-434
| -2% | -$31.1K | 0.09% | 125 |
|
|
2024
Q2 | $1.26M | Buy |
19,363
+4,136
| +27% | +$269K | 0.09% | 122 |
|
|
2024
Q1 | $1M | Buy |
+15,227
| New | +$1M | 0.08% | 130 |
|
|
2022
Q2 | – | Sell |
-27,541
| Closed | -$1.85M | – | 241 |
|
|
2022
Q1 | $1.85M | Buy |
+27,541
| New | +$1.85M | 0.14% | 110 |
|