Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $747K | Sell |
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|
2025
Q2 | $755K | Buy |
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|
2025
Q1 | $766K | Hold |
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|
2024
Q4 | $783K | Buy |
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|
2024
Q3 | $798K | Buy |
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|
2024
Q2 | $724K | Sell |
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|
2024
Q1 | $740K | Sell |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $1.74M | Buy |
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