SFC
Strategic Financial Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,362,082
| Closed | -$36.2K | – | 755 |
|
|
2024
Q2 | $36.2K | Buy |
1,362,082
+1,334,684
| +4,871% | +$35.4K | 0.02% | 274 |
|
|
2024
Q1 | $1.21M | Buy |
+27,398
| New | +$1.21M | 0.29% | 77 |
|
|
2023
Q4 | – | Sell |
-24,529
| Closed | -$967K | – | 278 |
|
|
2023
Q3 | $967K | Buy |
24,529
+7,651
| +45% | +$302K | 0.33% | 75 |
|
|
2023
Q2 | $672K | Buy |
16,878
+485
| +3% | +$19.3K | 0.25% | 96 |
|
|
2023
Q1 | $694K | Buy |
+16,393
| New | +$694K | 0.28% | 86 |
|