WP
WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-114
| Closed | -$5.03K | – | 516 |
|
|
2023
Q4 | $5.03K | Hold |
114
| – | – | ﹤0.01% | 449 |
|
|
2023
Q3 | $4.5K | Hold |
114
| – | – | ﹤0.01% | 459 |
|
|
2023
Q2 | $4.54K | Hold |
114
| – | – | ﹤0.01% | 465 |
|
|
2023
Q1 | $4.83K | Buy |
+114
| New | +$4.83K | ﹤0.01% | 462 |
|
|
2021
Q3 | – | Sell |
-314
| Closed | -$15K | – | 766 |
|
|
2021
Q2 | $15K | Hold |
314
| – | – | ﹤0.01% | 702 |
|
|
2021
Q1 | $14K | Buy |
+314
| New | +$14K | ﹤0.01% | 748 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$9K | – | 287 |
|
|
2019
Q1 | $9K | Hold |
200
| – | – | 0.01% | 237 |
|
|
2018
Q4 | $9K | Hold |
200
| – | – | 0.01% | 206 |
|
|
2018
Q3 | $10K | Buy |
+200
| New | +$10K | 0.01% | 209 |
|