SFG
Socha Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,618
| Closed | -$870K | – | 26 |
|
|
2022
Q4 | $870K | Hold |
13,618
| – | – | 0.62% | 10 |
|
|
2022
Q3 | $788K | Hold |
13,618
| – | – | 0.68% | 10 |
|
|
2022
Q2 | $844K | Hold |
13,618
| – | – | 0.86% | 7 |
|
|
2022
Q1 | $914K | Hold |
13,618
| – | – | 0.75% | 6 |
|
|
2021
Q4 | $935K | Buy |
+13,618
| New | +$935K | 0.71% | 7 |
|