HGWM
Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4
| Closed | – | – | 742 |
|
|
2020
Q4 | $0 | Sell |
4
-191
| -98% | – | ﹤0.01% | 870 |
|
|
2020
Q3 | $6K | Buy |
195
+1
| +0.5% | +$31 | ﹤0.01% | 254 |
|
|
2020
Q2 | $6K | Sell |
194
-156,253
| -100% | -$4.83M | 0.01% | 244 |
|
|
2020
Q1 | $5.18M | Buy |
156,447
+20,656
| +15% | +$684K | 5.22% | 9 |
|
|
2019
Q4 | $6.91M | Buy |
135,791
+25,389
| +23% | +$1.29M | 6.03% | 6 |
|
|
2019
Q3 | $5.4M | Buy |
110,402
+3,754
| +4% | +$184K | 6.63% | 7 |
|
|
2019
Q2 | $5.12M | Buy |
+106,648
| New | +$5.12M | 6.6% | 7 |
|