Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,441
| Closed | -$285K | – | 392 |
|
|
2023
Q1 | $285K | Hold |
5,441
| – | – | 0.01% | 305 |
|
|
2022
Q4 | $291K | Buy |
+5,441
| New | +$291K | 0.01% | 305 |
|
|
2018
Q4 | – | Sell |
-683
| Closed | -$33K | – | 1220 |
|
|
2018
Q3 | $33K | Buy |
+683
| New | +$33K | ﹤0.01% | 583 |
|