Golden State Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2K | Sell |
180
-46
| -20% | -$2.1K | ﹤0.01% | 1123 |
|
|
2025
Q1 | $10.4K | Sell |
226
-81
| -26% | -$3.74K | ﹤0.01% | 993 |
|
|
2024
Q4 | $14.5K | Buy |
+307
| New | +$14.5K | ﹤0.01% | 854 |
|
|
2020
Q3 | – | Sell |
-21,042
| Closed | -$710K | – | 464 |
|
|
2020
Q2 | $710K | Buy |
+21,042
| New | +$710K | 0.23% | 77 |
|
|
2019
Q4 | – | Sell |
-1,101
| Closed | -$54K | – | 979 |
|
|
2019
Q3 | $54K | Sell |
1,101
-513
| -32% | -$25.2K | 0.02% | 413 |
|
|
2019
Q2 | $77K | Sell |
1,614
-130
| -7% | -$6.2K | 0.02% | 375 |
|
|
2019
Q1 | $82K | Buy |
+1,744
| New | +$82K | 0.03% | 355 |
|