Eagle Bluffs 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 | $141K | Buy |
10,485
+215
| +2% | +$2.9K | 0.07% | 74 |
|
|
2025
Q1 | $143K | Buy |
+10,270
| New | +$143K | 0.08% | 77 |
|
|
2024
Q4 | – | Sell |
-10,214
| Closed | -$157K | – | 76 |
|
|
2024
Q3 | $157K | Sell |
10,214
-33
| -0.3% | -$509 | 0.08% | 72 |
|
|
2024
Q2 | $146K | Buy |
+10,247
| New | +$146K | 0.09% | 73 |
|
|
2023
Q3 | – | Sell |
-13,432
| Closed | -$217K | – | 74 |
|
|
2023
Q2 | $217K | Sell |
13,432
-82
| -0.6% | -$1.33K | 0.17% | 65 |
|
|
2023
Q1 | $226K | Buy |
+13,514
| New | +$226K | 0.19% | 63 |
|