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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8K | Hold |
1,545
| – | – | 0.06% | 160 |
|
|
2025
Q1 | $21.4K | Hold |
1,545
| – | – | 0.07% | 151 |
|
|
2024
Q4 | $22.5K | Hold |
1,545
| – | – | 0.11% | 93 |
|
|
2024
Q3 | $23.8K | Hold |
1,545
| – | – | 0.19% | 19 |
|
|
2024
Q2 | $22.1K | Hold |
1,545
| – | – | 0.2% | 18 |
|
|
2024
Q1 | $23.8K | Buy |
+1,545
| New | +$23.8K | 0.22% | 15 |
|
|
2023
Q3 | $23.1K | Hold |
1,545
| – | – | 0.59% | 18 |
|
|
2023
Q2 | $25K | Hold |
1,545
| – | – | 0.63% | 19 |
|
|
2023
Q1 | $25.8K | Hold |
1,545
| – | – | 0.66% | 19 |
|
|
2022
Q4 | $26.7K | Hold |
1,545
| – | – | 0.7% | 20 |
|
|
2022
Q3 | $25K | Hold |
1,545
| – | – | 0.7% | 20 |
|
|
2022
Q2 | $30K | Hold |
1,545
| – | – | 0.84% | 21 |
|
|
2022
Q1 | $34K | Hold |
1,545
| – | – | 0.82% | 19 |
|
|
2021
Q4 | $35K | Hold |
1,545
| – | – | 0.8% | 20 |
|
|
2021
Q3 | $34K | Buy |
+1,545
| New | +$34K | 0.78% | 20 |
|