EWM
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Evermay Wealth Management’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Evermay Wealth Management’s Portfolio XRLV Stock Details XRLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-125
Closed -$6.15K – 637
2024
Q2 		$6.15K Buy
+125
New +$6.15K ﹤0.01% 487