OPWM
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Oak Point Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Oak Point Wealth Management’s Portfolio XMLV Stock Details XMLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$3.33M Sell
75,602
-2,271
-3% -$100K 3.4% 3
2017
Q4 		$3.53M Buy
+77,873
New +$3.53M 3.48% 4