WealthPLAN Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-136
| Closed | -$8.54K | – | 1045 |
|
|
2023
Q2 | $8.54K | Sell |
136
-2,646
| -95% | -$166K | ﹤0.01% | 819 |
|
|
2023
Q1 | $174K | Buy |
+2,782
| New | +$174K | 0.02% | 331 |
|
|
2019
Q4 | – | Sell |
-4,416
| Closed | -$252K | – | 253 |
|
|
2019
Q3 | $252K | Buy |
+4,416
| New | +$252K | 0.03% | 211 |
|
|
2016
Q3 | $6.18K | Sell |
152
-173
| -53% | -$7.03K | ﹤0.01% | 673 |
|
|
2016
Q2 | $14 | Buy |
+325
| New | +$14 | ﹤0.01% | 2506 |
|