LWMG
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Levy Wealth Management Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Levy Wealth Management Group’s Portfolio XMLV Stock Details XMLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,797
Closed -$203K – 71
2021
Q2 		$203K Sell
3,797
-318
-8% -$17K 0.12% 66
2021
Q1 		$215K Sell
4,115
-2,095
-34% -$109K 0.14% 62
2020
Q4 		$299K Buy
+6,210
New +$299K 0.21% 43