McKinley Carter Wealth Services’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
2021
Q4
Sell
-4,485
Closed -$211K 297
2021
Q3
$211K Sell
4,485
-418
-9% -$19.7K 0.02% 276
2021
Q2
$230K Sell
4,903
-1
-0% -$47 0.02% 265
2021
Q1
$225K Sell
4,904
-328
-6% -$15K 0.02% 271
2020
Q4
$213K Buy
+5,232
New +$213K 0.03% 246