Cary Street Partners Investment Advisory’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
2023
Q4
Sell
2023
Q3
$344 Hold
2023
Q2
$362 Hold
2023
Q1
$367 Hold
2022
Q4
$374 Buy
2021
Q1
Sell
2020
Q4
$308K Buy
2020
Q3
$260K Buy
2020
Q2
$254K Sell
2020
Q1
$370K Buy