Sowell Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-75
| Closed | -$4K | – | 2784 |
|
|
2021
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 2694 |
|
|
2020
Q4 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 2364 |
|
|
2020
Q2 | – | Sell |
-1,526
| Closed | -$61K | – | 2706 |
|
|
2020
Q1 | $61K | Buy |
1,526
+1,097
| +256% | +$43.9K | ﹤0.01% | 990 |
|
|
2019
Q4 | $23K | Sell |
429
-7,930
| -95% | -$425K | ﹤0.01% | 1391 |
|
|
2019
Q3 | $440K | Buy |
+8,359
| New | +$440K | 0.04% | 444 |
|