PP
PDS Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,038
| Closed | -$271K | – | 113 |
|
|
2019
Q4 | $271K | Hold |
5,038
| – | – | 0.17% | 77 |
|
|
2019
Q3 | $265K | Sell |
5,038
-853
| -14% | -$44.9K | 0.18% | 75 |
|
|
2019
Q2 | $302K | Hold |
5,891
| – | – | 0.22% | 65 |
|
|
2019
Q1 | $293K | Hold |
5,891
| – | – | 0.23% | 64 |
|
|
2018
Q4 | $262K | Buy |
+5,891
| New | +$262K | 0.23% | 63 |
|