SEM
Strategic Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Buy |
12,260
+1,543
| +14% | +$95.2K | 0.28% | 39 |
|
|
2025
Q1 | $661K | Hold |
10,717
| – | – | 0.28% | 40 |
|
|
2024
Q4 | $652K | Hold |
10,717
| – | – | 0.27% | 35 |
|
|
2024
Q3 | $654K | Buy |
10,717
+3,159
| +42% | +$193K | 0.31% | 34 |
|
|
2024
Q2 | $417K | Buy |
+7,558
| New | +$417K | 0.27% | 30 |
|