Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,108
| Closed | -$338K | – | 435 |
|
|
2020
Q3 | $338K | Sell |
8,108
-102,622
| -93% | -$4.28M | 0.06% | 282 |
|
|
2020
Q2 | $4.58M | Buy |
110,730
+32,591
| +42% | +$1.35M | 0.84% | 25 |
|
|
2020
Q1 | $3.11M | Buy |
78,139
+42,626
| +120% | +$1.7M | 0.71% | 31 |
|
|
2019
Q4 | $1.91M | Buy |
+35,513
| New | +$1.91M | 0.32% | 72 |
|