9258 Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $480K | Hold |
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|
2023
Q1 | $510K | Sell |
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|
2022
Q4 | $610K | Sell |
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|
2022
Q3 | $570K | Sell |
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|
2022
Q2 | $683K | Buy |
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|
2022
Q1 | $752K | Sell |
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|
2021
Q4 | $880K | Sell |
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|
2021
Q3 | $813K | Sell |
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|
2021
Q2 | $851K | Sell |
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|
2021
Q1 | $898K | Sell |
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|
2020
Q4 | $931K | Sell |
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|
2020
Q3 | $1.12M | Sell |
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|
2020
Q2 | $1.2M | Sell |
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|
2020
Q1 | $1.26M | Sell |
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|
2019
Q4 | $1.95M | Buy |
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|
2019
Q3 | $1.67M | Sell |
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|
2019
Q2 | $1.69M | Buy |
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|
2019
Q1 | $1.52M | Buy |
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|
2018
Q4 | $1.11M | Buy |
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