Litman Gregory Wealth Management’s Invesco Russell 1000 Low Beta Equal Weight ETF USLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,566
| Closed | -$50K | – | 222 |
|
|
2020
Q3 | $50K | Hold |
1,566
| – | – | 0.01% | 97 |
|
|
2020
Q2 | $47K | Hold |
1,566
| – | – | 0.01% | 96 |
|
|
2020
Q1 | $41K | Hold |
1,566
| – | – | 0.01% | 90 |
|
|
2019
Q4 | $54K | Hold |
1,566
| – | – | 0.01% | 91 |
|
|
2019
Q3 | $53K | Hold |
1,566
| – | – | 0.01% | 77 |
|
|
2019
Q2 | $51K | Hold |
1,566
| – | – | 0.01% | 88 |
|
|
2019
Q1 | $50K | Hold |
1,566
| – | – | 0.01% | 70 |
|
|
2018
Q4 | $44K | Buy |
+1,566
| New | +$44K | 0.01% | 76 |
|