HGWM
Horst & Graben Wealth Management’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,707
| Closed | -$205K | – | 138 |
|
|
2023
Q2 | $205K | Sell |
8,707
-330
| -4% | -$7.77K | 0.05% | 126 |
|
|
2023
Q1 | $210K | Sell |
9,037
-453,833
| -98% | -$10.5M | 0.05% | 123 |
|
|
2022
Q4 | $10.7M | Buy |
462,870
+89,912
| +24% | +$2.07M | 2.79% | 11 |
|
|
2022
Q3 | $7.83M | Buy |
372,958
+39,063
| +12% | +$820K | 2.22% | 11 |
|
|
2022
Q2 | $7.77M | Buy |
+333,895
| New | +$7.77M | 2.11% | 12 |
|