TRUE Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,332
| Closed | -$70K | – | 623 |
|
|
2020
Q4 | $70K | Buy |
1,332
+400
| +43% | +$21K | 0.01% | 317 |
|
|
2020
Q3 | $50K | Hold |
932
| – | – | 0.01% | 334 |
|
|
2020
Q2 | $46K | Hold |
932
| – | – | 0.01% | 324 |
|
|
2020
Q1 | $43K | Hold |
932
| – | – | 0.01% | 303 |
|
|
2019
Q4 | $54K | Buy |
+932
| New | +$54K | 0.01% | 358 |
|
|
2019
Q3 | – | Sell |
-932
| Closed | -$51K | – | 636 |
|
|
2019
Q2 | $51K | Buy |
+932
| New | +$51K | 0.01% | 343 |
|
|
2018
Q4 | – | Sell |
-1,132
| Closed | -$56.1K | – | 817 |
|
|
2018
Q3 | $56.1K | Buy |
+1,132
| New | +$56.1K | 0.01% | 447 |
|