Synergy Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18
| Closed | -$1.29K | – | 735 |
|
|
2024
Q4 | $1.29K | Buy |
+18
| New | +$1.29K | ﹤0.01% | 707 |
|
|
2022
Q4 | – | Sell |
-51,522
| Closed | -$2.98M | – | 130 |
|
|
2022
Q3 | $2.98M | Buy |
+51,522
| New | +$2.98M | 0.8% | 36 |
|
|
2022
Q1 | – | Sell |
-80,324
| Closed | -$5.51M | – | 125 |
|
|
2021
Q4 | $5.51M | Buy |
+80,324
| New | +$5.51M | 1.31% | 29 |
|