Tyler-Stone 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 | $1.38M | Buy |
18,885
+3,312
| +21% | +$241K | 0.22% | 92 |
|
|
2025
Q1 | $1.16M | Sell |
15,573
-78
| -0.5% | -$5.83K | 0.21% | 92 |
|
|
2024
Q4 | $1.1M | Buy |
15,651
+28
| +0.2% | +$1.96K | 0.19% | 93 |
|
|
2024
Q3 | $1.12M | Buy |
15,623
+6,996
| +81% | +$502K | 0.21% | 90 |
|
|
2024
Q2 | $560K | Sell |
8,627
-172
| -2% | -$11.2K | 0.23% | 84 |
|
|
2024
Q1 | $580K | Buy |
8,799
+17
| +0.2% | +$1.12K | 0.26% | 80 |
|
|
2023
Q4 | $550K | Sell |
8,782
-242
| -3% | -$15.2K | 0.28% | 73 |
|
|
2023
Q3 | $531K | Sell |
9,024
-470
| -5% | -$27.7K | 0.3% | 68 |
|
|
2023
Q2 | $596K | Buy |
+9,494
| New | +$596K | 0.34% | 64 |
|
|
2022
Q4 | $708K | Sell |
11,084
-168
| -1% | -$10.7K | 0.48% | 48 |
|
|
2022
Q3 | $651K | Hold |
11,252
| – | – | 0.5% | 46 |
|
|
2022
Q2 | $698K | Sell |
11,252
-395
| -3% | -$24.5K | 0.47% | 49 |
|
|
2022
Q1 | $781K | Sell |
11,647
-25
| -0.2% | -$1.68K | 0.43% | 51 |
|
|
2021
Q4 | $801K | Buy |
+11,672
| New | +$801K | 0.42% | 49 |
|