Kingsview Wealth Management’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-7,186
| Closed | -$216K | – | 838 |
|
2020
Q4 | $216K | Sell |
7,186
-2,375
| -25% | -$71.4K | 0.02% | 623 |
|
2020
Q3 | $272K | Hold |
9,561
| – | – | 0.02% | 497 |
|
2020
Q2 | $264K | Sell |
9,561
-43,290
| -82% | -$1.2M | 0.03% | 466 |
|
2020
Q1 | $1.39M | Buy |
52,851
+558
| +1% | +$14.7K | 0.19% | 138 |
|
2019
Q4 | $1.78M | Buy |
52,293
+10,183
| +24% | +$347K | 0.22% | 126 |
|
2019
Q3 | $1.44M | Buy |
+42,110
| New | +$1.44M | 0.23% | 128 |
|