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Cape Investment Advisory’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Cape Investment Advisory’s Portfolio XMLV Stock Details XMLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,226
Closed -$60.3K – 1218
2023
Q3 		$60.3K Hold
1,226
– – 0.03% 270
2023
Q2 		$63.4K Hold
1,226
– – 0.04% 256
2023
Q1 		$64.2K Buy
+1,226
New +$64.2K 0.04% 236