Laurel Wealth Advisors (North Carolina)’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 | – | Sell |
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|
2025
Q2 | $638K | Buy |
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|
2025
Q1 | $39.4K | Hold |
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|
2024
Q4 | $38.8K | Hold |
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|
2024
Q3 | $38.9K | Hold |
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|
2024
Q2 | $35.2K | Sell |
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|
2024
Q1 | $52.9K | Buy |
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|
2023
Q4 | $32.8K | Hold |
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|
2023
Q3 | $30.3K | Hold |
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|
2023
Q2 | $31.9K | Hold |
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|
2023
Q1 | $32.3K | Hold |
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|
2022
Q4 | $33K | Hold |
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|
2022
Q3 | $30K | Hold |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $34K | Hold |
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|
2021
Q4 | $36K | Hold |
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|
2021
Q3 | $32K | Hold |
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|
2021
Q2 | $33K | Hold |
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|
2021
Q1 | $32K | Hold |
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|
2020
Q4 | $30K | Hold |
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|
2020
Q3 | $26K | Buy |
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