WWA
WCG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Sell |
35,358
-2,080
| -6% | -$151K | 0.17% | 131 |
|
|
2025
Q1 | $2.8M | Sell |
37,438
-2,035
| -5% | -$152K | 0.21% | 116 |
|
|
2024
Q4 | $2.76M | Sell |
39,473
-1,019
| -3% | -$71.3K | 0.18% | 120 |
|
|
2024
Q3 | $2.9M | Sell |
40,492
-341
| -0.8% | -$24.5K | 0.2% | 119 |
|
|
2024
Q2 | $2.65M | Buy |
40,833
+1,439
| +4% | +$93.5K | 0.2% | 111 |
|
|
2024
Q1 | $2.6M | Buy |
39,394
+2,459
| +7% | +$162K | 0.22% | 101 |
|
|
2023
Q4 | $2.31M | Sell |
36,935
-422
| -1% | -$26.4K | 0.17% | 121 |
|
|
2023
Q3 | $2.2M | Buy |
+37,357
| New | +$2.2M | 0.16% | 129 |
|
|
2022
Q4 | – | Sell |
-4,377
| Closed | -$253K | – | 259 |
|
|
2022
Q3 | $253K | Buy |
+4,377
| New | +$253K | 0.03% | 244 |
|