Darwin 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 | $5.52K | Sell |
121
-111
| -48% | -$5.06K | ﹤0.01% | 409 |
|
|
2025
Q1 | $11K | Hold |
232
| – | – | ﹤0.01% | 368 |
|
|
2024
Q4 | $11K | Hold |
232
| – | – | ﹤0.01% | 368 |
|
|
2024
Q3 | $11.2K | Buy |
+232
| New | +$11.2K | ﹤0.01% | 374 |
|
|
2020
Q3 | – | Sell |
-6,759
| Closed | -$228K | – | 178 |
|
|
2020
Q2 | $228K | Sell |
6,759
-1,838
| -21% | -$62K | 0.06% | 140 |
|
|
2020
Q1 | $284K | Sell |
8,597
-10,637
| -55% | -$351K | 0.09% | 107 |
|
|
2019
Q4 | $979K | Buy |
19,234
+2,176
| +13% | +$111K | 0.26% | 87 |
|
|
2019
Q3 | $834K | Buy |
17,058
+1,959
| +13% | +$95.8K | 0.25% | 85 |
|
|
2019
Q2 | $724K | Buy |
15,099
+2,314
| +18% | +$111K | 0.22% | 91 |
|
|
2019
Q1 | $600K | Buy |
+12,785
| New | +$600K | 0.2% | 93 |
|