OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Sell |
10,448
-226
| -2% | -$13.9K | 0.01% | 808 |
|
|
2025
Q1 | $659K | Buy |
10,674
+6,184
| +138% | +$382K | 0.01% | 755 |
|
|
2024
Q4 | $273K | Hold |
4,490
| – | – | ﹤0.01% | 1178 |
|
|
2024
Q3 | $274K | Hold |
4,490
| – | – | ﹤0.01% | 1201 |
|
|
2024
Q2 | $248K | Buy |
+4,490
| New | +$248K | ﹤0.01% | 1194 |
|
|
2019
Q3 | – | Sell |
-1,277
| Closed | -$65K | – | 1129 |
|
|
2019
Q2 | $65K | Buy |
1,277
+103
| +9% | +$5.24K | 0.01% | 525 |
|
|
2019
Q1 | $58K | Buy |
+1,174
| New | +$58K | 0.01% | 470 |
|