YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-106
| Closed | -$6K | – | 571 |
|
|
2019
Q2 | $6K | Hold |
106
| – | – | ﹤0.01% | 646 |
|
|
2019
Q1 | $6K | Hold |
106
| – | – | ﹤0.01% | 643 |
|
|
2018
Q4 | $5K | Hold |
106
| – | – | ﹤0.01% | 641 |
|
|
2018
Q3 | $5K | Hold |
106
| – | – | ﹤0.01% | 658 |
|
|
2018
Q2 | $5K | Hold |
106
| – | – | ﹤0.01% | 689 |
|
|
2018
Q1 | $5K | Hold |
106
| – | – | ﹤0.01% | 686 |
|
|
2017
Q4 | $5K | Hold |
106
| – | – | ﹤0.01% | 708 |
|
|
2017
Q3 | $5K | Hold |
106
| – | – | ﹤0.01% | 712 |
|
|
2017
Q2 | $5K | Hold |
106
| – | – | ﹤0.01% | 709 |
|
|
2017
Q1 | $5K | Hold |
106
| – | – | ﹤0.01% | 695 |
|
|
2016
Q4 | $4K | Buy |
+106
| New | +$4K | ﹤0.01% | 695 |
|