PWP
XMLV icon

Personal Wealth Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Personal Wealth Partners’s Portfolio XMLV Stock Details XMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,220
Closed -$65K – 411
2021
Q2 		$65K Buy
+1,220
New +$65.9K 0.03% 143
2020
Q3 		– Sell
-4,837
Closed -$200K – 69
2020
Q2 		$200K Sell
4,837
-5,760
-54% -$238K 0.11% 62
2020
Q1 		$422K Hold
10,597
– – 0.25% 34
2019
Q4 		$570K Buy
10,597
+830
+8% +$44K 0.25% 36
2019
Q3 		$514K Buy
9,767
+1,235
+14% +$64K 0.24% 38
2019
Q2 		$437K Buy
8,532
+4,132
+94% +$210K 0.21% 39
2019
Q1 		$219K Buy
+4,400
New +$211K 0.12% 54

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