CCFM
Clear Creek Financial Management’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 | $1.04M | Sell |
16,795
-4,069
| -20% | -$251K | 0.1% | 214 |
|
|
2025
Q1 | $1.29M | Sell |
20,864
-869
| -4% | -$53.6K | 0.13% | 157 |
|
|
2024
Q4 | $1.32M | Buy |
21,733
+1,388
| +7% | +$84.4K | 0.14% | 140 |
|
|
2024
Q3 | $1.24M | Sell |
20,345
-483
| -2% | -$29.5K | 0.14% | 143 |
|
|
2024
Q2 | $1.15M | Sell |
20,828
-4,168
| -17% | -$230K | 0.14% | 138 |
|
|
2024
Q1 | $1.41M | Buy |
+24,996
| New | +$1.41M | 0.18% | 109 |
|