Syntegra Private Wealth Group’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
Q3 | $509K | Sell |
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|
2025
Q2 | $511K | Hold |
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|
2025
Q1 | $511K | Hold |
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|
2024
Q4 | $504K | Sell |
|
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|
2024
Q3 | $517K | Sell |
|
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|
2024
Q2 | $472K | Sell |
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|
2024
Q1 | $497K | Sell |
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|
2023
Q4 | $472K | Sell |
|
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|
2023
Q3 | $471K | Hold |
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|
2023
Q2 | $496K | Hold |
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|
2023
Q1 | $502K | Hold |
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|
2022
Q4 | $512K | Buy |
|