PWAG
Polaris Wealth Advisory Group’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.47M | Buy |
+113,378
| New | +$4.47M | 0.34% | 82 |
|
|
2022
Q3 | – | Sell |
-69,315
| Closed | -$3.09M | – | 181 |
|
|
2022
Q2 | $3.09M | Buy |
+69,315
| New | +$3.09M | 0.25% | 66 |
|
|
2022
Q1 | – | Sell |
-85,210
| Closed | -$4.44M | – | 208 |
|
|
2021
Q4 | $4.44M | Sell |
85,210
-1,902
| -2% | -$99.1K | 0.25% | 78 |
|
|
2021
Q3 | $4.23M | Buy |
87,112
+3,245
| +4% | +$157K | 0.25% | 76 |
|
|
2021
Q2 | $3.96M | Buy |
+83,867
| New | +$3.96M | 0.24% | 78 |
|
|
2019
Q4 | – | Sell |
-13,802
| Closed | -$663K | – | 193 |
|
|
2019
Q3 | $663K | Buy |
+13,802
| New | +$663K | 0.05% | 104 |
|