Trueblood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
16,519
-243
| -1% | -$17.7K | 0.5% | 64 |
|
|
2025
Q1 | $1.25M | Sell |
16,762
-2,045
| -11% | -$153K | 0.58% | 53 |
|
|
2024
Q4 | $1.32M | Hold |
18,807
| – | – | 0.65% | 43 |
|
|
2024
Q3 | $1.35M | Buy |
18,807
+608
| +3% | +$43.6K | 0.68% | 38 |
|
|
2024
Q2 | $1.18M | Sell |
18,199
-348
| -2% | -$22.6K | 0.67% | 40 |
|
|
2024
Q1 | $1.22M | Sell |
18,547
-158
| -0.8% | -$10.4K | 0.7% | 39 |
|
|
2023
Q4 | $1.17M | Buy |
+18,705
| New | +$1.17M | 0.74% | 37 |
|