Axxcess Wealth Management’s American Century Low Volatility ETF LVOL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,529
Closed -$245K 935
2025
Q1
$245K Hold
4,529
0.01% 753
2024
Q4
$247K Sell
4,529
-778
-15% -$42.4K 0.01% 732
2024
Q3
$289K Buy
5,307
+129
+2% +$7.03K 0.01% 698
2024
Q2
$265K Buy
+5,178
New +$265K 0.01% 691