LifePlan Financial Group’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $184K | Buy |
5,553
+161
| +3% | +$5.34K | 0.08% | 138 |
|
|
2020
Q2 | $183K | Hold |
5,392
| – | – | 0.08% | 130 |
|
|
2020
Q1 | $179K | Buy |
5,392
+557
| +12% | +$18.5K | 0.1% | 122 |
|
|
2019
Q4 | $246K | Buy |
4,835
+460
| +11% | +$23.4K | 0.11% | 119 |
|
|
2019
Q3 | $214K | Sell |
4,375
-158
| -3% | -$7.73K | 0.1% | 125 |
|
|
2019
Q2 | $217K | Buy |
4,533
+1,006
| +29% | +$48.2K | 0.1% | 124 |
|
|
2019
Q1 | $166K | Hold |
3,527
| – | – | 0.09% | 142 |
|
|
2018
Q4 | $150K | Buy |
3,527
+567
| +19% | +$24.1K | 0.09% | 142 |
|
|
2018
Q3 | $146K | Buy |
2,960
+64
| +2% | +$3.16K | 0.08% | 153 |
|
|
2018
Q2 | $140K | Buy |
2,896
+1,886
| +187% | +$91.2K | 0.08% | 149 |
|
|
2018
Q1 | $45K | Buy |
+1,010
| New | +$45K | 0.03% | 241 |
|