Consultiva Wealth Management’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8K | Hold |
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|
2025
Q1 | $21.4K | Hold |
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|
2024
Q4 | $22.5K | Hold |
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|
2024
Q3 | $23.8K | Hold |
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|
2024
Q2 | $22.1K | Hold |
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|
2024
Q1 | $23.8K | Buy |
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|
2023
Q3 | $23.1K | Hold |
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|
2023
Q2 | $25K | Hold |
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|
2023
Q1 | $25.8K | Hold |
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|
2022
Q4 | $26.7K | Hold |
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|
2022
Q3 | $25K | Hold |
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|
2022
Q2 | $30K | Hold |
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|
2022
Q1 | $34K | Hold |
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|
2021
Q4 | $35K | Hold |
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|
2021
Q3 | $34K | Buy |
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