UFA
US Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-44,569
| Closed | -$1.72M | – | 593 |
|
|
2015
Q4 | $1.72M | Buy |
44,569
+134
| +0.3% | +$5.17K | 1.63% | 16 |
|
|
2015
Q3 | $1.6M | Sell |
44,435
-98
| -0.2% | -$3.52K | 2.66% | 8 |
|
|
2015
Q2 | $1.63M | Buy |
44,533
+671
| +2% | +$24.6K | 1.54% | 16 |
|
|
2015
Q1 | $1.66M | Sell |
43,862
-451
| -1% | -$17.1K | 1.51% | 16 |
|
|
2014
Q4 | $1.68M | Buy |
+44,313
| New | +$1.68M | 1.5% | 16 |
|