Worth Financial Advisory Group’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
Q3 | $223K | Sell |
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|
2025
Q2 | $287K | Hold |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $276K | Sell |
|
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|
2024
Q3 | $301K | Hold |
|
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|
2024
Q2 | $272K | Sell |
|
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|
2024
Q1 | $280K | Buy |
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|
2023
Q4 | $265K | Buy |
|
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $316K | Buy |
|