UWM
USAdvisors Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,120
| Closed | -$824K | – | 94 |
|
|
2019
Q4 | $824K | Sell |
14,120
-396
| -3% | -$23.1K | 0.43% | 32 |
|
|
2019
Q3 | $840K | Buy |
+14,516
| New | +$840K | 0.43% | 25 |
|
|
2018
Q3 | – | Sell |
-204,179
| Closed | -$9.68M | – | 74 |
|
|
2018
Q2 | $9.68M | Buy |
204,179
+3,557
| +2% | +$169K | 7.32% | 4 |
|
|
2018
Q1 | $9.42M | Buy |
200,622
+15,753
| +9% | +$740K | 7.48% | 4 |
|
|
2017
Q4 | $8.83M | Buy |
+184,869
| New | +$8.83M | 7.55% | 4 |
|