LWM
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Lodestone Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Lodestone Wealth Management’s Portfolio XSLV Stock Details XSLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,270
Closed -$477K – 135
2023
Q1 		$477K Buy
11,270
+102
+0.9% +$4.32K 0.37% 69
2022
Q4 		$499K Buy
+11,168
New +$499K 0.4% 67