BFO
Biltmore Family Office’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 | $6.17K | Sell |
100
-100
| -50% | -$6.17K | ﹤0.01% | 270 |
|
|
2025
Q1 | $12.3K | Hold |
200
| – | – | ﹤0.01% | 253 |
|
|
2024
Q4 | $12.2K | Hold |
200
| – | – | ﹤0.01% | 252 |
|
|
2024
Q3 | $12.2K | Hold |
200
| – | – | ﹤0.01% | 251 |
|
|
2024
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 229 |
|
|
2024
Q1 | $11.3K | Hold |
200
| – | – | ﹤0.01% | 219 |
|
|
2023
Q4 | $10.6K | Hold |
200
| – | – | ﹤0.01% | 218 |
|
|
2023
Q3 | $9.83K | Hold |
200
| – | – | ﹤0.01% | 222 |
|
|
2023
Q2 | $10.4K | Hold |
200
| – | – | ﹤0.01% | 214 |
|
|
2023
Q1 | $10.5K | Hold |
200
| – | – | ﹤0.01% | 257 |
|
|
2022
Q4 | $10.7K | Hold |
200
| – | – | ﹤0.01% | 243 |
|
|
2022
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 193 |
|
|
2022
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 195 |
|
|
2022
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 200 |
|
|
2021
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 218 |
|
|
2021
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 198 |
|
|
2021
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 181 |
|
|
2021
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 172 |
|
|
2020
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 177 |
|
|
2020
Q3 | $8K | Sell |
200
-100
| -33% | -$4K | ﹤0.01% | 158 |
|
|
2020
Q2 | $12K | Hold |
300
| – | – | 0.01% | 169 |
|
|
2020
Q1 | $12K | Hold |
300
| – | – | 0.01% | 165 |
|
|
2019
Q4 | $16K | Hold |
300
| – | – | 0.01% | 186 |
|
|
2019
Q3 | $16K | Hold |
300
| – | – | 0.01% | 163 |
|
|
2019
Q2 | $15K | Buy |
+300
| New | +$15K | 0.01% | 151 |
|