Rothschild Investment LLC’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 | $123K | Hold |
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|
2025
Q1 | $123K | Hold |
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|
2024
Q4 | $122K | Hold |
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|
2024
Q3 | $122K | Hold |
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|
2024
Q2 | $110K | Hold |
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|
2024
Q1 | $113K | Hold |
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|
2023
Q4 | $106K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $398K | Hold |
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|
2021
Q2 | $405K | Hold |
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|
2021
Q1 | $397K | Hold |
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|
2020
Q4 | $365K | Sell |
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|
2020
Q3 | $365K | Sell |
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|
2020
Q2 | $441K | Hold |
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|
2020
Q1 | $425K | Sell |
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|
2019
Q4 | $593K | Buy |
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|
2019
Q3 | $551K | Buy |
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|
2019
Q2 | $308K | Buy |
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