SBL
Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-88
| Closed | -$4K | – | 1152 |
|
|
2022
Q1 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 832 |
|
|
2020
Q1 | – | Sell |
-7,600
| Closed | -$387K | – | 940 |
|
|
2019
Q4 | $387K | Hold |
7,600
| – | – | 0.04% | 159 |
|
|
2019
Q3 | $372K | Hold |
7,600
| – | – | 0.04% | 153 |
|
|
2019
Q2 | $365K | Hold |
7,600
| – | – | 0.04% | 158 |
|
|
2019
Q1 | $357K | Hold |
7,600
| – | – | 0.04% | 170 |
|
|
2018
Q4 | $324K | Hold |
7,600
| – | – | 0.04% | 163 |
|
|
2018
Q3 | $376K | Buy |
7,600
+3,800
| +100% | +$188K | 0.04% | 157 |
|
|
2018
Q2 | $184K | Buy |
+3,800
| New | +$184K | 0.02% | 212 |
|