Cedar Brook Financial Partners’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 |
-5,353
| Closed | -$223K | – | 342 |
|
|
2020
Q3 | $223K | Sell |
5,353
-898
| -14% | -$37.4K | 0.09% | 252 |
|
|
2020
Q2 | $259K | Buy |
6,251
+300
| +5% | +$12.4K | 0.12% | 218 |
|
|
2020
Q1 | $237K | Buy |
5,951
+887
| +18% | +$35.3K | 0.13% | 198 |
|
|
2019
Q4 | $272K | Buy |
+5,064
| New | +$272K | 0.12% | 219 |
|