Sunflower Bank 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,745
| Closed | -$218K | – | 128 |
|
|
2019
Q4 | $218K | Hold |
3,745
| – | – | 0.07% | 122 |
|
|
2019
Q3 | $217K | Hold |
3,745
| – | – | 0.07% | 124 |
|
|
2019
Q2 | $206K | Buy |
+3,745
| New | +$206K | 0.07% | 128 |
|
|
2019
Q1 | – | Sell |
-4,625
| Closed | -$216K | – | 132 |
|
|
2018
Q4 | $216K | Hold |
4,625
| – | – | 0.07% | 122 |
|
|
2018
Q3 | $229K | Sell |
4,625
-60
| -1% | -$2.97K | 0.06% | 131 |
|
|
2018
Q2 | $222K | Hold |
4,685
| – | – | 0.06% | 133 |
|
|
2018
Q1 | $220K | Sell |
4,685
-65
| -1% | -$3.05K | 0.06% | 132 |
|
|
2017
Q4 | $227K | Buy |
+4,750
| New | +$227K | 0.06% | 124 |
|