Wellesley Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.79M | Sell |
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2020
Q2 | $1.72M | Sell |
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2020
Q1 | $1.89M | Sell |
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|
2019
Q4 | $2.75M | Buy |
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|
2019
Q3 | $2.53M | Buy |
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|
2019
Q2 | $2.4M | Buy |
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|
2019
Q1 | $2.22M | Sell |
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|
2018
Q4 | $1.98M | Sell |
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|
2018
Q3 | $2.1M | Buy |
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|
2018
Q2 | $2.01M | Buy |
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|
2018
Q1 | $1.98M | Buy |
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|
2017
Q4 | $1.42M | Buy |
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|
2017
Q3 | $1.33M | Sell |
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|
2017
Q2 | $1.31M | Sell |
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|
2017
Q1 | $1.3M | Sell |
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|
2016
Q4 | $1.28M | Sell |
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|
2016
Q3 | $1.3M | Sell |
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|
2016
Q2 | $1.35M | Sell |
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|
2016
Q1 | $1.45M | Sell |
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|
2015
Q4 | $1.4M | Buy |
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