AWM
Affinity Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-98,344
| Closed | -$5.29M | – | 111 |
|
|
2019
Q4 | $5.29M | Buy |
98,344
+17,187
| +21% | +$925K | 1.96% | 10 |
|
|
2019
Q3 | $4.27M | Buy |
81,157
+11,095
| +16% | +$584K | 1.72% | 11 |
|
|
2019
Q2 | $3.59M | Buy |
70,062
+22,766
| +48% | +$1.17M | 1.41% | 14 |
|
|
2019
Q1 | $2.35M | Buy |
+47,296
| New | +$2.35M | 0.93% | 16 |
|