Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-425
| Closed | -$26K | – | 872 |
|
|
2022
Q2 | $26K | Buy |
+425
| New | +$26K | 0.01% | 515 |
|
|
2022
Q1 | – | Sell |
-660
| Closed | -$45K | – | 808 |
|
|
2021
Q4 | $45K | Hold |
660
| – | – | 0.02% | 428 |
|
|
2021
Q3 | $40K | Buy |
+660
| New | +$40K | 0.02% | 439 |
|
|
2021
Q2 | – | Sell |
-660
| Closed | -$38K | – | 660 |
|
|
2021
Q1 | $38K | Buy |
+660
| New | +$38K | 0.02% | 376 |
|
|
2020
Q1 | – | Sell |
-1,105
| Closed | -$64K | – | 538 |
|
|
2019
Q4 | $64K | Buy |
+1,105
| New | +$64K | 0.05% | 233 |
|