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Phoenix Wealth Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Phoenix Wealth Advisors’s Portfolio XMLV Stock Details XMLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,183
Closed -$63K – 398
2021
Q2 		$63K Hold
1,183
– – 0.05% 175
2021
Q1 		$63K Sell
1,183
-500
-30% -$26.6K 0.05% 171
2020
Q4 		$81K Buy
+1,683
New +$81K 0.06% 160