SAS
Sanford Advisory Services’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 | $10.6M | Sell |
198,244
-5,108
| -3% | -$273K | 2.53% | 10 |
|
|
2022
Q3 | $9.77M | Sell |
203,352
-3,851
| -2% | -$185K | 2.79% | 8 |
|
|
2022
Q2 | $10.6M | Sell |
207,203
-3,509
| -2% | -$180K | 3.01% | 8 |
|
|
2022
Q1 | $11.8M | Sell |
210,712
-2,106
| -1% | -$118K | 3.2% | 8 |
|
|
2021
Q4 | $12.4M | Sell |
212,818
-4,225
| -2% | -$247K | 2.8% | 9 |
|
|
2021
Q3 | $11.4M | Sell |
217,043
-4,385
| -2% | -$230K | 2.86% | 9 |
|
|
2021
Q2 | $11.8M | Sell |
221,428
-4,429
| -2% | -$237K | 3.05% | 8 |
|
|
2021
Q1 | $11.8M | Sell |
225,857
-40,062
| -15% | -$2.1M | 3.3% | 8 |
|
|
2020
Q4 | $12.8M | Buy |
+265,919
| New | +$12.8M | 4.09% | 5 |
|