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WealthPLAN Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

WealthPLAN Partners’s Portfolio XMLV Stock Details XMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-91
Closed -$4.71K – 1199
2023
Q2 		$4.71K Hold
91
– – ﹤0.01% 923
2023
Q1 		$4.77K Buy
+91
New +$4.93K ﹤0.01% 1010
2016
Q3 		$42.5K Buy
+1,112
New +$43.7K 0.01% 363

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