PMFA
Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1047 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 1131 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$11K | – | 865 |
|
|
2019
Q4 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 536 |
|
|
2019
Q1 | – | Sell |
-517
| Closed | -$23K | – | 962 |
|
|
2018
Q4 | $23K | Buy |
+517
| New | +$23K | 0.01% | 415 |
|