McNaughton Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $222K | Sell |
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2025
Q2 | $299K | Hold |
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2025
Q1 | $303K | Hold |
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2024
Q4 | $310K | Sell |
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2024
Q3 | $320K | Sell |
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2024
Q2 | $312K | Hold |
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2024
Q1 | $316K | Hold |
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2023
Q4 | $315K | Sell |
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2023
Q3 | $610K | Sell |
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2023
Q2 | $742K | Buy |
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2023
Q1 | $781K | Hold |
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2022
Q4 | $823K | Sell |
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2022
Q3 | $755K | Buy |
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2022
Q2 | $787K | Buy |
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2022
Q1 | $800K | Sell |
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2021
Q4 | $859K | Buy |
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2021
Q3 | $778K | Buy |
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2021
Q2 | $768K | Sell |
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2021
Q1 | $778K | Sell |
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2020
Q4 | $706K | Sell |
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2020
Q3 | $593K | Buy |
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2020
Q2 | $505K | Buy |
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