TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $776K | Hold |
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|
2023
Q2 | $776K | Buy |
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|
2023
Q1 | $766K | Buy |
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|
2022
Q4 | $549K | Sell |
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|
2022
Q3 | $702K | Buy |
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|
2022
Q2 | $747K | Buy |
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|
2022
Q1 | $804K | Buy |
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|
2021
Q4 | $791K | Buy |
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|
2021
Q3 | $723K | Sell |
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|
2021
Q2 | $772K | Buy |
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|
2021
Q1 | $735K | Sell |
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|
2020
Q4 | $983K | Buy |
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|
2020
Q3 | $934K | Buy |
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|
2020
Q2 | $860K | Buy |
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|
2020
Q1 | $806K | Buy |
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|
2019
Q4 | $883K | Buy |
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