TCPWM
Traverso Chambers Private Wealth Management’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,188
| Closed | -$382K | – | 103 |
|
|
2019
Q4 | $382K | Hold |
11,188
| – | – | 0.16% | 67 |
|
|
2019
Q3 | $382K | Buy |
+11,188
| New | +$382K | 0.18% | 63 |
|
|
2019
Q2 | – | Sell |
-11,188
| Closed | -$367K | – | 100 |
|
|
2019
Q1 | $367K | Buy |
+11,188
| New | +$367K | 0.18% | 66 |
|