HWP
Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $3.5M | Buy |
77,750
+938
| +1% | +$42.2K | 2.25% | 6 |
|
|
2017
Q4 | $3.55M | Buy |
76,812
+15,052
| +24% | +$696K | 2.2% | 10 |
|
|
2017
Q3 | $2.84M | Sell |
61,760
-69
| -0.1% | -$3.17K | 1.88% | 17 |
|
|
2017
Q2 | $2.7M | Buy |
61,829
+1,645
| +3% | +$71.8K | 1.84% | 18 |
|
|
2017
Q1 | $2.58M | Sell |
60,184
-9,509
| -14% | -$407K | 1.88% | 14 |
|
|
2016
Q4 | $3.03M | Sell |
69,693
-3,426
| -5% | -$149K | 2.54% | 13 |
|
|
2016
Q3 | $2.83M | Buy |
73,119
+10,947
| +18% | +$423K | 2.15% | 11 |
|
|
2016
Q2 | $2.3M | Buy |
62,172
+4,484
| +8% | +$166K | 1.9% | 13 |
|
|
2016
Q1 | $2.02M | Buy |
+57,688
| New | +$2.02M | 1.89% | 12 |
|