Concert Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-47,534
| Closed | -$1.93M | – | 447 |
|
|
2017
Q1 | $1.93M | Buy |
+47,534
| New | +$1.93M | 0.44% | 53 |
|
|
2016
Q4 | – | Sell |
-58,207
| Closed | -$2.27M | – | 940 |
|
|
2016
Q3 | $2.27M | Sell |
58,207
-667
| -1% | -$26K | 0.28% | 84 |
|
|
2016
Q2 | $2.31M | Buy |
58,874
+2,714
| +5% | +$107K | 0.31% | 71 |
|
|
2016
Q1 | $2.06M | Buy |
+56,160
| New | +$2.06M | 0.28% | 88 |
|