LPWM
Lake Point 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
Q4 | – | Sell |
-149
| Closed | -$7K | – | 496 |
|
|
2021
Q3 | $7K | Buy |
+149
| New | +$7K | ﹤0.01% | 215 |
|
|
2020
Q1 | – | Sell |
-647
| Closed | -$33K | – | 476 |
|
|
2019
Q4 | $33K | Buy |
+647
| New | +$33K | 0.01% | 156 |
|
|
2019
Q2 | $31K | Hold |
647
| – | – | 0.01% | 199 |
|
|
2019
Q1 | $31K | Hold |
647
| – | – | 0.01% | 199 |
|
|
2018
Q4 | $28K | Buy |
+647
| New | +$28K | 0.01% | 312 |
|