Arkadios Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.19M | Sell |
19,262
-470
| -2% | -$29K | 0.04% | 499 |
|
2025
Q1 | $1.22M | Buy |
+19,732
| New | +$1.22M | 0.05% | 397 |
|
2021
Q3 | – | Sell |
-420
| Closed | -$22K | – | 2086 |
|
2021
Q2 | $22K | Buy |
420
+2
| +0.5% | +$105 | ﹤0.01% | 1250 |
|
2021
Q1 | $21K | Buy |
418
+1
| +0.2% | +$50 | ﹤0.01% | 960 |
|
2020
Q4 | $20K | Buy |
+417
| New | +$20K | ﹤0.01% | 759 |
|