MWM
Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-932
| Closed | -$478 | – | 516 |
|
|
2019
Q2 | $478 | Sell |
932
-8,448
| -90% | -$4.33K | 0.02% | 377 |
|
|
2019
Q1 | $466K | Buy |
+9,380
| New | +$466K | 0.21% | 89 |
|
|
2018
Q1 | – | Sell |
-18,874
| Closed | -$828K | – | 205 |
|
|
2017
Q4 | $828K | Hold |
18,874
| – | – | 0.51% | 43 |
|
|
2017
Q3 | $828K | Sell |
18,874
-1,599
| -8% | -$70.1K | 0.52% | 40 |
|
|
2017
Q2 | $886K | Sell |
20,473
-2,350
| -10% | -$102K | 0.56% | 32 |
|
|
2017
Q1 | $966K | Buy |
22,823
+950
| +4% | +$40.2K | 0.58% | 35 |
|
|
2016
Q4 | $889K | Buy |
+21,873
| New | +$889K | 0.7% | 40 |
|