IWM
IHT 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 |
-19,504
| Closed | -$1.02M | – | 879 |
|
|
2020
Q4 | $1.02M | Buy |
19,504
+381
| +2% | +$19.8K | 0.08% | 241 |
|
|
2020
Q3 | $635K | Sell |
19,123
-5,652
| -23% | -$188K | 0.06% | 287 |
|
|
2020
Q2 | $839K | Sell |
24,775
-17,867
| -42% | -$605K | 0.11% | 198 |
|
|
2020
Q1 | $1.41M | Buy |
42,642
+3,607
| +9% | +$120K | 0.2% | 118 |
|
|
2019
Q4 | $1.99M | Buy |
+39,035
| New | +$1.99M | 0.24% | 101 |
|
|
2018
Q2 | – | Sell |
-422
| Closed | -$19K | – | 1398 |
|
|
2018
Q1 | $19K | Buy |
422
+122
| +41% | +$5.49K | 0.01% | 1005 |
|
|
2017
Q4 | $14K | Buy |
300
+250
| +500% | +$11.7K | ﹤0.01% | 1099 |
|
|
2017
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1246 |
|
|
2017
Q2 | $757 | Hold |
50
| – | – | 0.37% | 67 |
|
|
2017
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1109 |
|