NFP
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Novak Financial Planning’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Novak Financial Planning’s Portfolio XMLV Stock Details XMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		$311K Sell
5,809
-421
-7% -$22.5K 0.15% 102
2021
Q1 		$326K Buy
6,230
+174
+3% +$9.11K 0.18% 95
2020
Q4 		$291K Buy
+6,056
New +$291K 0.17% 97