BWM
XMLV icon

Baystate Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Baystate Wealth Management’s Portfolio XMLV Stock Details XMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-519
Closed -$22K – 775
2020
Q3 		$22K Buy
519
+3
+0.6% +$128 ﹤0.01% 313
2020
Q2 		$21K Buy
516
+3
+0.6% +$124 ﹤0.01% 305
2020
Q1 		$20K Buy
513
+4
+0.8% +$199 ﹤0.01% 282
2019
Q4 		$27K Buy
+509
New +$27K ﹤0.01% 292
2018
Q4 		– Sell
-353
Closed -$17K – 723
2018
Q3 		$17K Buy
353
+1
+0.3% +$48 ﹤0.01% 321
2018
Q2 		$17K Buy
352
+2
+0.6% +$92 ﹤0.01% 313
2018
Q1 		$16K Buy
+350
New +$15.7K ﹤0.01% 316

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