High Net Worth Advisory Group’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
Q2 | $274K | Hold |
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|
2025
Q1 | $275K | Hold |
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|
2024
Q4 | $271K | Sell |
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|
2024
Q3 | $296K | Sell |
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|
2024
Q2 | $323K | Sell |
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|
2024
Q1 | $364K | Hold |
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|
2023
Q4 | $343K | Sell |
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|
2023
Q3 | $390K | Sell |
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|
2023
Q2 | $449K | Sell |
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|
2023
Q1 | $458K | Hold |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $415K | Hold |
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|
2022
Q2 | $444K | Hold |
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|
2022
Q1 | $482K | Buy |
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|
2021
Q4 | $455K | Buy |
|