Genovese Burford & Brothers Wealth & Retirement Plan Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,690
| Closed | -$79K | – | 387 |
|
|
2018
Q2 | $79K | Hold |
1,690
| – | – | 0.03% | 132 |
|
|
2018
Q1 | $76K | Hold |
1,690
| – | – | 0.03% | 135 |
|
|
2017
Q4 | $78K | Hold |
1,690
| – | – | 0.2% | 77 |
|
|
2017
Q3 | $74K | Hold |
1,690
| – | – | 0.03% | 121 |
|
|
2017
Q2 | $73K | Hold |
1,690
| – | – | 0.03% | 121 |
|
|
2017
Q1 | $72K | Hold |
1,690
| – | – | 0.03% | 121 |
|
|
2016
Q4 | $69K | Hold |
1,690
| – | – | 0.02% | 141 |
|
|
2016
Q3 | $65K | Buy |
+1,690
| New | +$65K | 0.03% | 136 |
|