PWM
Provident Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-146
| Closed | -$5K | – | 278 |
|
|
2020
Q3 | $5K | Buy |
+146
| New | +$5K | 0.01% | 197 |
|
|
2020
Q2 | – | Sell |
-49,888
| Closed | -$1.65M | – | 79 |
|
|
2020
Q1 | $1.65M | Buy |
49,888
+198
| +0.4% | +$6.56K | 2.02% | 13 |
|
|
2019
Q4 | $2.53M | Buy |
+49,690
| New | +$2.53M | 2.25% | 11 |
|