HWP
Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $7.03M | Buy |
156,951
+1,278
| +0.8% | +$57.2K | 4.53% | 2 |
|
|
2017
Q4 | $7.06M | Buy |
155,673
+36,315
| +30% | +$1.65M | 4.38% | 2 |
|
|
2017
Q3 | $5.24M | Buy |
119,358
+19,468
| +19% | +$855K | 3.46% | 4 |
|
|
2017
Q2 | $4.32M | Buy |
99,890
+6,049
| +6% | +$262K | 2.95% | 5 |
|
|
2017
Q1 | $3.97M | Sell |
93,841
-50,561
| -35% | -$2.14M | 2.89% | 5 |
|
|
2016
Q4 | $5.86M | Sell |
144,402
-524
| -0.4% | -$21.3K | 4.91% | 1 |
|
|
2016
Q3 | $5.63M | Buy |
144,926
+6,597
| +5% | +$256K | 4.27% | 3 |
|
|
2016
Q2 | $5.42M | Buy |
138,329
+44,181
| +47% | +$1.73M | 4.47% | 2 |
|
|
2016
Q1 | $3.46M | Buy |
+94,148
| New | +$3.46M | 3.24% | 4 |
|