Baystate Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-525
| Closed | -$17K | – | 776 |
|
2020
Q3 | $17K | Buy |
525
+4
| +0.8% | +$130 | ﹤0.01% | 336 |
|
2020
Q2 | $18K | Buy |
521
+2
| +0.4% | +$69 | ﹤0.01% | 324 |
|
2020
Q1 | $17K | Buy |
519
+7
| +1% | +$229 | ﹤0.01% | 315 |
|
2019
Q4 | $26K | Buy |
+512
| New | +$26K | ﹤0.01% | 298 |
|