TRUE Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-226
| Closed | -$9K | – | 762 |
|
|
2020
Q1 | $9K | Sell |
226
-43,162
| -99% | -$1.72M | ﹤0.01% | 475 |
|
|
2019
Q4 | $2.33M | Buy |
43,388
+1,555
| +4% | +$83.6K | 0.36% | 41 |
|
|
2019
Q3 | $2.2M | Buy |
41,833
+1,209
| +3% | +$63.6K | 0.38% | 40 |
|
|
2019
Q2 | $2.08M | Buy |
40,624
+4,939
| +14% | +$253K | 0.35% | 40 |
|
|
2019
Q1 | $1.77M | Sell |
35,685
-485
| -1% | -$24.1K | 0.34% | 54 |
|
|
2018
Q4 | $1.61M | Buy |
+36,170
| New | +$1.61M | 0.28% | 68 |
|