Geneos Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $33.8K | Hold |
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|
2025
Q2 | $32.7K | Sell |
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|
2025
Q1 | $102K | Buy |
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|
2024
Q4 | $10.8K | Sell |
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|
2024
Q3 | $23K | Sell |
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|
2024
Q2 | $34.6K | Hold |
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|
2024
Q1 | $35.4K | Sell |
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|
2023
Q4 | $52K | Sell |
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|
2023
Q3 | $49.8K | Hold |
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|
2023
Q2 | $52.4K | Sell |
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|
2023
Q1 | $66.2K | Buy |
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|
2022
Q4 | $59.9K | Buy |
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|
2022
Q3 | $41K | Sell |
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|
2022
Q2 | $118K | Hold |
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|
2022
Q1 | $125K | Sell |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $117K | Sell |
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|
2021
Q2 | $131K | Sell |
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|
2021
Q1 | $153K | Sell |
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|
2020
Q4 | $135K | Sell |
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|
2020
Q3 | $197K | Sell |
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|
2020
Q2 | $331K | Sell |
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|
2020
Q1 | $476K | Sell |
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|
2019
Q4 | $657K | Buy |
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|
2019
Q3 | $533K | Buy |
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|
2019
Q2 | $394K | Buy |
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|
2019
Q1 | $349K | Buy |
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|
2018
Q4 | $203K | Sell |
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|
2018
Q3 | $235K | Sell |
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|
2018
Q2 | $233K | Buy |
|