SIAG
Safeguard Investment Advisory Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,172
| Closed | -$200K | – | 101 |
|
|
2022
Q3 | $200K | Sell |
4,172
-273
| -6% | -$13.1K | 0.14% | 86 |
|
|
2022
Q2 | $248K | Hold |
4,445
| – | – | 0.15% | 81 |
|
|
2022
Q1 | $248K | Sell |
4,445
-41
| -0.9% | -$2.29K | 0.17% | 73 |
|
|
2021
Q4 | $262K | Buy |
4,486
+9
| +0.2% | +$526 | 0.15% | 79 |
|
|
2021
Q3 | $235K | Buy |
4,477
+11
| +0.2% | +$577 | 0.15% | 79 |
|
|
2021
Q2 | $238K | Buy |
4,466
+100
| +2% | +$5.33K | 0.17% | 76 |
|
|
2021
Q1 | $228K | Buy |
4,366
+7
| +0.2% | +$366 | 0.2% | 69 |
|
|
2020
Q4 | $209K | Buy |
+4,359
| New | +$209K | 0.19% | 72 |
|