Petix & Botte Financial’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Hold |
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|
2025
Q1 | $477K | Buy |
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|
2024
Q4 | $470K | Hold |
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|
2024
Q3 | $471K | Buy |
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|
2024
Q2 | $427K | Buy |
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $411K | Sell |
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|
2023
Q3 | $601K | Buy |
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|
2023
Q2 | $632K | Buy |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $754K | Buy |
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|
2021
Q4 | $395K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $403K | Sell |
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|
2021
Q1 | $439K | Hold |
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|
2020
Q4 | $404K | Hold |
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|
2020
Q3 | $349K | Sell |
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|
2020
Q2 | $389K | Buy |
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|
2020
Q1 | $375K | Sell |
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|
2019
Q4 | $527K | Buy |
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