Laurel Wealth Advisors (California)’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 |
-12,238
| Closed | -$367K | – | 463 |
|
|
2020
Q4 | $367K | Buy |
12,238
+973
| +9% | +$29.2K | 0.05% | 302 |
|
|
2020
Q3 | $321K | Sell |
11,265
-2,617
| -19% | -$74.6K | 0.05% | 286 |
|
|
2020
Q2 | $383K | Sell |
13,882
-2,431
| -15% | -$67.1K | 0.07% | 254 |
|
|
2020
Q1 | $429K | Buy |
16,313
+1,879
| +13% | +$49.4K | 0.1% | 218 |
|
|
2019
Q4 | $492K | Buy |
+14,434
| New | +$492K | 0.08% | 247 |
|