LFG
LifePlan Financial Group’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
Q3 | $19K | Buy |
450
+166
| +58% | +$7.01K | 0.01% | 351 |
|
2020
Q2 | $12K | Hold |
284
| – | – | 0.01% | 397 |
|
2020
Q1 | $11K | Hold |
284
| – | – | 0.01% | 393 |
|
2019
Q4 | $15K | Hold |
284
| – | – | 0.01% | 385 |
|
2019
Q3 | $15K | Sell |
284
-436
| -61% | -$23K | 0.01% | 382 |
|
2019
Q2 | $37K | Hold |
720
| – | – | 0.02% | 278 |
|
2019
Q1 | $36K | Hold |
720
| – | – | 0.02% | 282 |
|
2018
Q4 | $32K | Buy |
+720
| New | +$32K | 0.02% | 282 |
|
2018
Q3 | – | Sell |
-720
| Closed | -$34K | – | 550 |
|
2018
Q2 | $34K | Buy |
+720
| New | +$34K | 0.02% | 277 |
|