Waverly Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.91M | Sell |
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|
2025
Q2 | $3.03M | Sell |
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|
2025
Q1 | $3.18M | Sell |
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|
2024
Q4 | $3.05M | Sell |
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|
2024
Q3 | $3.54M | Sell |
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|
2024
Q2 | $3.7M | Buy |
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|
2024
Q1 | $2.71M | Buy |
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|
2023
Q4 | $2.21M | Sell |
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|
2023
Q3 | $2.18M | Sell |
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|
2023
Q2 | $2.42M | Buy |
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|
2023
Q1 | $546K | Hold |
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|
2022
Q4 | $559K | Hold |
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|
2022
Q3 | $506K | Sell |
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|
2022
Q2 | $578K | Sell |
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|
2022
Q1 | $656K | Hold |
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|
2021
Q4 | $624K | Hold |
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|
2021
Q3 | $627K | Buy |
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|
2021
Q2 | $565K | Hold |
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|
2021
Q1 | $537K | Hold |
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|
2020
Q4 | $495K | Hold |
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|
2020
Q3 | $456K | Hold |
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|
2020
Q2 | $474K | Hold |
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|
2020
Q1 | $411K | Hold |
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|
2019
Q4 | $532K | Hold |
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|
2019
Q3 | $507K | Hold |
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|
2019
Q2 | $482K | Hold |
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|
2019
Q1 | $461K | Hold |
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|
2018
Q4 | $408K | Hold |
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|
2018
Q3 | $434K | Hold |
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|
2018
Q2 | $415K | Hold |
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|
2018
Q1 | $411K | Sell |
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|
2017
Q4 | $424K | Hold |
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|
2017
Q3 | $407K | Buy |
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