JFS Wealth Advisors’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 | $1.36M | Buy |
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|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.29M | Hold |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.65M | Sell |
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|
2024
Q1 | $1.72M | Sell |
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|
2023
Q4 | $9.14M | Sell |
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|
2023
Q3 | $9.6M | Sell |
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|
2023
Q2 | $10.4M | Sell |
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|
2023
Q1 | $10.8M | Sell |
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|
2022
Q4 | $11.4M | Sell |
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|
2022
Q3 | $10.6M | Sell |
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|
2022
Q2 | $11.6M | Buy |
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|
2022
Q1 | $12.6M | Sell |
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|
2021
Q4 | $13.7M | Sell |
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|
2021
Q3 | $12.6M | Sell |
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|
2021
Q2 | $13M | Sell |
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|
2021
Q1 | $12.9M | Sell |
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|
2020
Q4 | $12.4M | Sell |
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|
2020
Q3 | $10.8M | Buy |
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|
2020
Q2 | $367K | Buy |
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|
2020
Q1 | $113K | Buy |
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|
2019
Q4 | $65K | Buy |
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