Wealth Management Associates’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
Q2 | $421K | Buy |
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|
2025
Q1 | $408K | Sell |
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|
2024
Q4 | $394K | Buy |
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|
2024
Q3 | $403K | Buy |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $319K | Buy |
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|
2023
Q4 | $307K | Buy |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $307K | Buy |
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|
2023
Q1 | $305K | Buy |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | $282K | Buy |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $335K | Buy |
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|
2021
Q4 | $343K | Buy |
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|
2021
Q3 | $304K | Sell |
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|
2021
Q2 | $335K | Buy |
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|
2021
Q1 | $320K | Buy |
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|
2020
Q4 | $309K | Sell |
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|
2020
Q3 | $381K | Sell |
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|
2020
Q2 | $387K | Sell |
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|
2020
Q1 | $377K | Buy |
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|
2019
Q4 | $469K | Buy |
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|
2019
Q3 | $464K | Sell |
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|
2019
Q2 | $481K | Buy |
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|
2019
Q1 | $460K | Buy |
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|
2018
Q4 | $407K | Buy |
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