LFPWM
Leicht Financial Planning & Wealth Management’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
Q1 | – | Sell |
-19,764
| Closed | -$1.06M | – | 71 |
|
|
2019
Q4 | $1.06M | Sell |
19,764
-7,864
| -28% | -$423K | 0.97% | 32 |
|
|
2019
Q3 | $1.45M | Buy |
27,628
+5,927
| +27% | +$312K | 1.39% | 23 |
|
|
2019
Q2 | $1.11M | Buy |
21,701
+8,533
| +65% | +$438K | 1.09% | 26 |
|
|
2019
Q1 | $654K | Buy |
+13,168
| New | +$654K | 0.67% | 34 |
|