Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $31.6K | Sell |
572
-1,631
| -74% | -$90.1K | 0.01% | 320 |
|
|
2024
Q1 | $120K | Buy |
2,203
+977
| +80% | +$53.4K | 0.02% | 260 |
|
|
2023
Q4 | $65.2K | Buy |
+1,226
| New | +$65.2K | ﹤0.01% | 564 |
|
|
2022
Q1 | – | Sell |
-207
| Closed | -$11 | – | 1029 |
|
|
2021
Q4 | $11 | Hold |
207
| – | – | ﹤0.01% | 857 |
|
|
2021
Q3 | $11K | Buy |
+207
| New | +$11K | 0.01% | 879 |
|
|
2021
Q2 | – | Sell |
-214
| Closed | -$11 | – | 1065 |
|
|
2021
Q1 | $11 | Buy |
+214
| New | +$11 | ﹤0.01% | 723 |
|
|
2020
Q2 | – | Sell |
-720
| Closed | -$28 | – | 959 |
|
|
2020
Q1 | $28 | Sell |
720
-129
| -15% | -$5 | ﹤0.01% | 997 |
|
|
2019
Q4 | $46K | Sell |
849
-798
| -48% | -$43.2K | 0.03% | 692 |
|
|
2019
Q3 | $87K | Buy |
1,647
+1,382
| +522% | +$73K | 0.07% | 224 |
|
|
2019
Q2 | $14K | Buy |
+265
| New | +$14K | 0.01% | 534 |
|