Stelac Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,085
| Closed | -$192K | – | 153 |
|
|
2020
Q1 | $192K | Hold |
4,085
| – | – | 0.09% | 84 |
|
|
2019
Q4 | $238K | Hold |
4,085
| – | – | 0.17% | 54 |
|
|
2019
Q3 | $237K | Hold |
4,085
| – | – | 0.17% | 60 |
|
|
2019
Q2 | $225K | Buy |
4,085
+940
| +30% | +$51.8K | 0.17% | 51 |
|
|
2019
Q1 | $147K | Hold |
3,145
| – | – | 0.07% | 77 |
|
|
2018
Q4 | $147K | Buy |
+3,145
| New | +$147K | 0.07% | 70 |
|