MorganRosel Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.04M | Buy |
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|
2025
Q1 | $800K | Sell |
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|
2024
Q4 | $804K | Buy |
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|
2024
Q3 | $740K | Buy |
|
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|
2024
Q2 | $546K | Buy |
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|
2024
Q1 | $498K | Buy |
|
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|
2023
Q4 | $324K | Sell |
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|
2023
Q3 | $488K | Buy |
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|
2023
Q2 | $509K | Sell |
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|
2023
Q1 | $5.66M | Buy |
|
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|
2022
Q4 | $5.52M | Buy |
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|
2022
Q3 | $4.4M | Buy |
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|
2022
Q2 | $3.35M | Buy |
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|
2022
Q1 | $288K | Buy |
|