Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
22,078
+77
| +0.3% | +$4.75K | 0.17% | 110 |
|
|
2025
Q1 | $1.36M | Buy |
22,001
+200
| +0.9% | +$12.3K | 0.2% | 95 |
|
|
2024
Q4 | $1.33M | Buy |
+21,801
| New | +$1.33M | 0.2% | 91 |
|
|
2020
Q2 | – | Sell |
-90
| Closed | -$4K | – | 931 |
|
|
2020
Q1 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 796 |
|
|
2019
Q4 | – | Sell |
-270
| Closed | -$14K | – | 977 |
|
|
2019
Q3 | $14K | Sell |
270
-88
| -25% | -$4.56K | ﹤0.01% | 686 |
|
|
2019
Q2 | $18K | Sell |
358
-136
| -28% | -$6.84K | 0.01% | 637 |
|
|
2019
Q1 | $25K | Buy |
+494
| New | +$25K | 0.01% | 579 |
|