SWM
Solano 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,980
| Closed | -$281K | – | 33 |
|
|
2024
Q1 | $281K | Sell |
4,980
-189
| -4% | -$10.7K | 0.16% | 30 |
|
|
2023
Q4 | $275K | Hold |
5,169
| – | – | 0.17% | 26 |
|
|
2023
Q3 | $254K | Hold |
5,169
| – | – | 0.18% | 24 |
|
|
2023
Q2 | $267K | Hold |
5,169
| – | – | 0.18% | 22 |
|
|
2023
Q1 | $271K | Buy |
+5,169
| New | +$271K | 0.2% | 22 |
|