PWP
Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,220
| Closed | -$65K | – | 411 |
|
|
2021
Q2 | $65K | Buy |
+1,220
| New | +$65K | 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% | +$44.6K | 0.25% | 36 |
|
|
2019
Q3 | $514K | Buy |
9,767
+1,235
| +14% | +$65K | 0.24% | 38 |
|
|
2019
Q2 | $437K | Buy |
8,532
+4,132
| +94% | +$212K | 0.21% | 39 |
|
|
2019
Q1 | $219K | Buy |
+4,400
| New | +$219K | 0.12% | 54 |
|