QWM
QP Wealth Management’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
Q4 | – | Sell |
-5,416
| Closed | -$262K | – | 85 |
|
|
2022
Q3 | $262K | Sell |
5,416
-40
| -0.7% | -$1.94K | 0.38% | 49 |
|
|
2022
Q2 | $280K | Buy |
5,456
+50
| +0.9% | +$2.57K | 0.38% | 56 |
|
|
2022
Q1 | $302K | Buy |
5,406
+1,215
| +29% | +$67.9K | 0.34% | 54 |
|
|
2021
Q4 | $245K | Buy |
+4,191
| New | +$245K | 0.26% | 65 |
|
|
2020
Q1 | – | Sell |
-5,799
| Closed | -$316K | – | 92 |
|
|
2019
Q4 | $316K | Buy |
+5,799
| New | +$316K | 0.39% | 60 |
|