Navis Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $761K | Sell |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.3M | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.51M | Buy |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $1.08M | Buy |
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