WealthPLAN Partners’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
2020 Q1	–	Sell	-23,726	Closed	-$1.21M	–	285
2019 Q4	$1.21M	Buy	23,726 +141	+0.6%	+$7.2K	0.14%	99
2019 Q3	$1.18M	Buy	23,585 +281	+1%	+$14.1K	0.16%	98
2019 Q2	$1.12M	Buy	23,304 +195	+0.8%	+$9.34K	0.17%	98
2019 Q1	$1.1M	Buy	+23,109	New	+$1.1M	0.17%	93