Tempus Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,997
| Closed | -$209K | – | 196 |
|
|
2023
Q1 | $209K | Sell |
3,997
-264
| -6% | -$13.8K | 0.1% | 164 |
|
|
2022
Q4 | $228K | Sell |
4,261
-498
| -10% | -$26.6K | 0.14% | 162 |
|
|
2022
Q3 | $229K | Hold |
4,759
| – | – | 0.15% | 154 |
|
|
2022
Q2 | $245K | Hold |
4,759
| – | – | 0.2% | 109 |
|
|
2022
Q1 | $266K | Hold |
4,759
| – | – | 0.19% | 114 |
|
|
2021
Q4 | $278K | Hold |
4,759
| – | – | 0.15% | 126 |
|
|
2021
Q3 | $250K | Buy |
4,759
+245
| +5% | +$12.9K | 0.14% | 133 |
|
|
2021
Q2 | $241K | Buy |
+4,514
| New | +$241K | 0.16% | 134 |
|