MWA
Meridian Wealth Advisors’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 |
-5,201
| Closed | -$217K | – | 184 |
|
|
2020
Q3 | $217K | Sell |
5,201
-64,274
| -93% | -$2.68M | 0.09% | 150 |
|
|
2020
Q2 | $2.88M | Sell |
69,475
-4,675
| -6% | -$193K | 1.33% | 16 |
|
|
2020
Q1 | $2.95M | Buy |
74,150
+3,909
| +6% | +$156K | 1.63% | 12 |
|
|
2019
Q4 | $3.78M | Buy |
70,241
+412
| +0.6% | +$22.2K | 1.49% | 15 |
|
|
2019
Q3 | $3.67M | Buy |
69,829
+24,524
| +54% | +$1.29M | 1.57% | 13 |
|
|
2019
Q2 | $2.32M | Buy |
45,305
+2,035
| +5% | +$104K | 1.62% | 12 |
|
|
2019
Q1 | $2.15M | Buy |
+43,270
| New | +$2.15M | 1.57% | 12 |
|