Tempus Wealth Planning’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
Q2 | $1.38M | Sell |
18,905
-146
| -0.8% | -$10.6K | 0.34% | 80 |
|
|
2025
Q1 | $1.42M | Sell |
19,051
-1,349
| -7% | -$101K | 0.43% | 66 |
|
|
2024
Q4 | $1.43M | Sell |
20,400
-346
| -2% | -$24.2K | 0.44% | 64 |
|
|
2024
Q3 | $1.49M | Sell |
20,746
-498
| -2% | -$35.7K | 0.55% | 48 |
|
|
2024
Q2 | $1.38M | Sell |
21,244
-726
| -3% | -$47.2K | 0.58% | 45 |
|
|
2024
Q1 | $1.45M | Sell |
21,970
-1,005
| -4% | -$66.2K | 0.64% | 38 |
|
|
2023
Q4 | $1.44M | Sell |
22,975
-788
| -3% | -$49.4K | 0.63% | 48 |
|
|
2023
Q3 | $1.4M | Hold |
23,763
| – | – | 0.7% | 30 |
|
|
2023
Q2 | $1.49M | Buy |
23,763
+1,305
| +6% | +$82K | 0.67% | 44 |
|
|
2023
Q1 | $1.4M | Sell |
22,458
-291
| -1% | -$18.2K | 0.69% | 32 |
|
|
2022
Q4 | $1.45M | Sell |
22,749
-90
| -0.4% | -$5.75K | 0.88% | 27 |
|
|
2022
Q3 | $1.32M | Hold |
22,839
| – | – | 0.88% | 27 |
|
|
2022
Q2 | $1.42M | Sell |
22,839
-99
| -0.4% | -$6.14K | 1.16% | 20 |
|
|
2022
Q1 | $1.54M | Sell |
22,938
-2,155
| -9% | -$145K | 1.09% | 23 |
|
|
2021
Q4 | $1.72M | Sell |
25,093
-444
| -2% | -$30.5K | 0.93% | 30 |
|
|
2021
Q3 | $1.55M | Buy |
25,537
+799
| +3% | +$48.6K | 0.88% | 29 |
|
|
2021
Q2 | $1.51M | Buy |
+24,738
| New | +$1.51M | 1% | 24 |
|