CWM
Cedar Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.61K | Hold |
167
| – | – | ﹤0.01% | 169 |
|
|
2025
Q1 | $7.71K | Hold |
167
| – | – | ﹤0.01% | 149 |
|
|
2024
Q4 | $7.89K | Hold |
167
| – | – | ﹤0.01% | 146 |
|
|
2024
Q3 | $8.04K | Hold |
167
| – | – | ﹤0.01% | 222 |
|
|
2024
Q2 | $7.29K | Hold |
167
| – | – | ﹤0.01% | 245 |
|
|
2024
Q1 | $7.38K | Hold |
167
| – | – | ﹤0.01% | 268 |
|
|
2023
Q4 | $7.37K | Hold |
167
| – | – | ﹤0.01% | 230 |
|
|
2023
Q3 | $6.59K | Hold |
167
| – | – | ﹤0.01% | 240 |
|
|
2023
Q2 | $6.65K | Hold |
167
| – | – | ﹤0.01% | 249 |
|
|
2023
Q1 | $7.07K | Hold |
167
| – | – | ﹤0.01% | 240 |
|
|
2022
Q4 | $7.46K | Hold |
167
| – | – | ﹤0.01% | 234 |
|
|
2022
Q3 | $7K | Hold |
167
| – | – | ﹤0.01% | 269 |
|
|
2022
Q2 | $7K | Hold |
167
| – | – | ﹤0.01% | 278 |
|
|
2022
Q1 | $8K | Hold |
167
| – | – | ﹤0.01% | 303 |
|
|
2021
Q4 | $9K | Hold |
167
| – | – | ﹤0.01% | 292 |
|
|
2021
Q3 | $8K | Sell |
167
-1,938
| -92% | -$92.8K | ﹤0.01% | 237 |
|
|
2021
Q2 | $99K | Hold |
2,105
| – | – | 0.04% | 137 |
|
|
2021
Q1 | $97K | Buy |
2,105
+8
| +0.4% | +$369 | 0.05% | 127 |
|
|
2020
Q4 | $85K | Buy |
2,097
+9
| +0.4% | +$365 | 0.05% | 117 |
|
|
2020
Q3 | $69K | Buy |
2,088
+12
| +0.6% | +$397 | 0.04% | 117 |
|
|
2020
Q2 | $70K | Buy |
2,076
+12
| +0.6% | +$405 | 0.05% | 115 |
|
|
2020
Q1 | $68K | Buy |
+2,064
| New | +$68K | 0.05% | 114 |
|