Allworth Financial’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5K | Hold |
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|
2025
Q1 | $10.1K | Hold |
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|
2024
Q4 | $11.3K | Hold |
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|
2024
Q3 | $12K | Hold |
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|
2024
Q2 | $12K | Hold |
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|
2024
Q1 | $12K | Hold |
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|
2023
Q4 | $12.8K | Sell |
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|
2023
Q3 | $24.6K | Hold |
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|
2023
Q2 | $26.6K | Sell |
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|
2023
Q1 | $33.1K | Hold |
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|
2022
Q4 | $34.2K | Sell |
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|
2022
Q3 | $106K | Hold |
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|
2022
Q2 | $132K | Hold |
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|
2022
Q1 | $147K | Hold |
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|
2021
Q4 | $151K | Sell |
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|
2021
Q3 | $337K | Hold |
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|
2021
Q2 | $360K | Hold |
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|
2021
Q1 | $351K | Sell |
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|
2020
Q4 | $331K | Sell |
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|
2020
Q3 | $293K | Buy |
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|
2020
Q2 | $302K | Buy |
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|
2020
Q1 | $246K | Buy |
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|
2019
Q4 | $356K | Buy |
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|
2019
Q3 | $74K | Buy |
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