Successful Portfolios’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
Q1 | – | Sell |
-4,320
| Closed | -$252K | – | 167 |
|
|
2019
Q4 | $252K | Hold |
4,320
| – | – | 0.22% | 121 |
|
|
2019
Q3 | $250K | Sell |
4,320
-276
| -6% | -$16K | 0.23% | 119 |
|
|
2019
Q2 | $253K | Hold |
4,596
| – | – | 0.27% | 105 |
|
|
2019
Q1 | $242K | Hold |
4,596
| – | – | 0.26% | 108 |
|
|
2018
Q4 | $214K | Sell |
4,596
-475
| -9% | -$22.1K | 0.27% | 109 |
|
|
2018
Q3 | $251K | Sell |
5,071
-100
| -2% | -$4.95K | 0.27% | 112 |
|
|
2018
Q2 | $245K | Sell |
5,171
-275
| -5% | -$13K | 0.29% | 107 |
|
|
2018
Q1 | $256K | Buy |
5,446
+295
| +6% | +$13.9K | 0.31% | 103 |
|
|
2017
Q4 | $246K | Buy |
+5,151
| New | +$246K | 0.31% | 104 |
|