Calton & Associates’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.95M | Hold |
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|
2025
Q2 | $1.89M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.65M | Sell |
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|
2021
Q4 | $2.88M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.63M | Buy |
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|
2021
Q1 | $2.52M | Buy |
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|
2020
Q4 | $2.26M | Buy |
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|
2020
Q3 | $1.84M | Sell |
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|
2020
Q2 | $1.85M | Buy |
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|
2020
Q1 | $1.76M | Buy |
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|
2019
Q4 | $2.18M | Sell |
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|
2019
Q3 | $2.6M | Buy |
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|
2019
Q2 | $581K | Buy |
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|
2019
Q1 | $542K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $13K | Buy |
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