PWM
Paulson 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
Q2 | – | Sell |
-8,488
| Closed | -$422K | – | 116 |
|
|
2019
Q1 | $422K | Sell |
8,488
-2,042
| -19% | -$102K | 0.32% | 66 |
|
|
2018
Q4 | $491K | Sell |
10,530
-5,811
| -36% | -$271K | 0.41% | 60 |
|
|
2018
Q3 | $757K | Sell |
16,341
-1,290
| -7% | -$59.8K | 0.68% | 41 |
|
|
2018
Q2 | $829K | Sell |
17,631
-1,193
| -6% | -$56.1K | 0.82% | 37 |
|
|
2018
Q1 | $843K | Sell |
18,824
-1,691
| -8% | -$75.7K | 0.84% | 35 |
|
|
2017
Q4 | $931K | Buy |
+20,515
| New | +$931K | 0.82% | 31 |
|