AJ Wealth Strategies’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $269K | Buy |
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|
2021
Q3 | $240K | Buy |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $225K | Buy |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $17.8M | Sell |
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|
2018
Q3 | $21.4M | Buy |
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|
2018
Q2 | $17.4M | Buy |
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|
2018
Q1 | $14M | Buy |
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|
2017
Q4 | $241K | Hold |
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|
2017
Q3 | $225K | Hold |
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|
2017
Q2 | $217K | Hold |
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|
2017
Q1 | $210K | Sell |
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|
2016
Q4 | $227K | Buy |
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