LSPW
XMLV icon

Lake Street Private Wealth’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Lake Street Private Wealth’s Portfolio XMLV Stock Details XMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-93,044
Closed -$3.88M – 199
2020
Q3 		$3.88M Buy
93,044
+1,503
+2% +$64K 1.3% 19
2020
Q2 		$3.79M Sell
91,541
-13,656
-13% -$564K 1.4% 18
2020
Q1 		$4.19M Buy
105,197
+3,463
+3% +$172K 1.91% 10
2019
Q4 		$5.47M Buy
101,734
+4,846
+5% +$257K 2.1% 7
2019
Q3 		$5.1M Buy
96,888
+14,574
+18% +$756K 2.32% 6
2019
Q2 		$4.22M Sell
82,314
-280
-0.3% -$14.2K 2.49% 6
2019
Q1 		$4.1M Buy
+82,594
New +$3.96M 2.82% 6

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RJFSA
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