BWA
Beam 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-28,013
| Closed | -$1.17M | – | 144 |
|
|
2020
Q3 | $1.17M | Sell |
28,013
-2
| -0% | -$83 | 1.09% | 27 |
|
|
2020
Q2 | $1.17M | Buy |
28,015
+4,816
| +21% | +$200K | 1.17% | 24 |
|
|
2020
Q1 | $924K | Buy |
23,199
+10,429
| +82% | +$415K | 0.92% | 33 |
|
|
2019
Q4 | $687K | Buy |
+12,770
| New | +$687K | 0.64% | 43 |
|