GFWA
Grey Fox Wealth Advisors’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-43,307
| Closed | -$1.13M | – | 111 |
|
|
2023
Q3 | $1.13M | Sell |
43,307
-50,316
| -54% | -$1.31M | 0.57% | 38 |
|
|
2023
Q2 | $2.56M | Buy |
93,623
+17,968
| +24% | +$491K | 1.32% | 21 |
|
|
2023
Q1 | $2.07M | Sell |
75,655
-24,318
| -24% | -$665K | 1.22% | 21 |
|
|
2022
Q4 | $2.68M | Buy |
+99,973
| New | +$2.68M | 1.77% | 18 |
|