Belpointe Asset Management’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 | – | Sell |
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|
2023
Q1 | $152K | Buy |
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|
2022
Q4 | $156K | Buy |
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|
2022
Q3 | $140K | Buy |
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|
2022
Q2 | $147K | Buy |
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|
2022
Q1 | $160K | Buy |
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|
2021
Q4 | $165K | Buy |
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|
2021
Q3 | $148K | Buy |
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|
2021
Q2 | $147K | Buy |
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|
2021
Q1 | $139K | Buy |
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|
2020
Q4 | $130K | Buy |
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|
2020
Q3 | $121K | Buy |
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|
2020
Q2 | $111K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $128K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $124K | Buy |
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