WAS
WESPAC Advisors SoCal’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 | $919K | Buy |
12,627
+9,243
| +273% | +$673K | 0.21% | 74 |
|
|
2025
Q1 | $253K | Buy |
+3,384
| New | +$253K | 0.07% | 96 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$10K | – | 266 |
|
|
2019
Q1 | $10K | Buy |
+200
| New | +$10K | 0.01% | 233 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 252 |
|
|
2017
Q4 | – | Sell |
-24
| Closed | -$1K | – | 282 |
|
|
2017
Q3 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 256 |
|