Tanglewood Legacy Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Hold |
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|
2025
Q1 | $509K | Hold |
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|
2024
Q4 | $477K | Buy |
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|
2024
Q3 | $431K | Sell |
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|
2024
Q2 | $530K | Sell |
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|
2024
Q1 | $557K | Sell |
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|
2023
Q4 | $565K | Sell |
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|
2023
Q3 | $701K | Sell |
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|
2023
Q2 | $791K | Buy |
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|
2023
Q1 | $785K | Buy |
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|
2022
Q4 | $803K | Buy |
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