Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $329K | Hold |
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|
2022
Q4 | $337K | Hold |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $324K | Sell |
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|
2022
Q1 | $601K | Sell |
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|
2021
Q4 | $809K | Buy |
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|
2021
Q3 | $711K | Sell |
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|
2021
Q2 | $711K | Buy |
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|
2021
Q1 | $594K | Sell |
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|
2020
Q4 | $585K | Sell |
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|
2020
Q3 | $575K | Sell |
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|
2020
Q2 | $543K | Sell |
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|
2020
Q1 | $948K | Buy |
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|
2019
Q4 | $435K | Buy |
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|
2019
Q3 | $377K | Buy |
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|
2019
Q2 | $356K | Buy |
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