SWP
Summit Wealth Partners’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
Q1 | – | Sell |
-4,022
| Closed | -$210K | – | 174 |
|
|
2021
Q4 | $210K | Buy |
+4,022
| New | +$210K | 0.04% | 153 |
|
|
2020
Q3 | – | Sell |
-66,503
| Closed | -$2.25M | – | 156 |
|
|
2020
Q2 | $2.25M | Sell |
66,503
-8,768
| -12% | -$297K | 0.73% | 33 |
|
|
2020
Q1 | $2.49M | Sell |
75,271
-10,345
| -12% | -$343K | 1.01% | 25 |
|
|
2019
Q4 | $4.36M | Buy |
+85,616
| New | +$4.36M | 1.51% | 22 |
|