Sugarloaf Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $42.7K | Hold |
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|
2024
Q3 | $43.8K | Hold |
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|
2024
Q2 | $39.6K | Hold |
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|
2024
Q1 | $40.2K | Hold |
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|
2023
Q4 | $38.2K | Hold |
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|
2023
Q3 | $35.9K | Hold |
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|
2023
Q2 | $38.3K | Hold |
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|
2023
Q1 | $38.1K | Hold |
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|
2022
Q4 | $39K | Hold |
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|
2022
Q3 | $36K | Hold |
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|
2022
Q2 | $38K | Hold |
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|
2022
Q1 | $41K | Hold |
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|
2021
Q4 | $42K | Hold |
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|
2021
Q3 | $37K | Hold |
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|
2021
Q2 | $37K | Sell |
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|
2021
Q1 | $35 | Buy |
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|
2020
Q4 | $34K | Hold |
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|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $36K | Buy |
|