Sanford Advisory Services’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.02M | Sell |
89,924
-6,374
| -7% | -$285K | 0.96% | 21 |
|
|
2022
Q3 | $3.91M | Buy |
96,298
+1,282
| +1% | +$52K | 1.12% | 18 |
|
|
2022
Q2 | $4.23M | Sell |
95,016
-990
| -1% | -$44.1K | 1.2% | 13 |
|
|
2022
Q1 | $4.71M | Sell |
96,006
-2,258
| -2% | -$111K | 1.28% | 12 |
|
|
2021
Q4 | $5.12M | Sell |
98,264
-3,405
| -3% | -$177K | 1.15% | 13 |
|
|
2021
Q3 | $4.79M | Sell |
101,669
-2,804
| -3% | -$132K | 1.2% | 13 |
|
|
2021
Q2 | $4.9M | Sell |
104,473
-812
| -0.8% | -$38.1K | 1.26% | 12 |
|
|
2021
Q1 | $4.83M | Sell |
105,285
-43,570
| -29% | -$2M | 1.35% | 11 |
|
|
2020
Q4 | $6.06M | Buy |
+148,855
| New | +$6.06M | 1.94% | 9 |
|