Beam Wealth Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-29,340
| Closed | -$974K | – | 145 |
|
|
2020
Q3 | $974K | Buy |
29,340
+190
| +0.7% | +$6.31K | 0.91% | 35 |
|
|
2020
Q2 | $977K | Sell |
29,150
-1,452
| -5% | -$48.7K | 0.98% | 32 |
|
|
2020
Q1 | $1.01M | Buy |
30,602
+22,983
| +302% | +$762K | 1% | 29 |
|
|
2019
Q4 | $388K | Buy |
+7,619
| New | +$388K | 0.36% | 89 |
|