Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16
| Closed | -$739 | – | 2594 |
|
|
2025
Q1 | $739 | Buy |
+16
| New | +$739 | ﹤0.01% | 2428 |
|
|
2022
Q3 | – | Sell |
-18,079
| Closed | -$805K | – | 2645 |
|
|
2022
Q2 | $805K | Buy |
18,079
+13,961
| +339% | +$622K | 0.03% | 370 |
|
|
2022
Q1 | $202K | Hold |
4,118
| – | – | 0.01% | 898 |
|
|
2021
Q4 | $215K | Hold |
4,118
| – | – | ﹤0.01% | 1061 |
|
|
2021
Q3 | $194K | Sell |
4,118
-10,000
| -71% | -$471K | 0.01% | 942 |
|
|
2021
Q2 | $662K | Sell |
14,118
-383
| -3% | -$18K | 0.02% | 533 |
|
|
2021
Q1 | $665K | Buy |
+14,501
| New | +$665K | 0.02% | 574 |
|