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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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	+$4.77K	﹤0.01%	1010
2016 Q3	$42.5K	Buy	+1,112	New	+$42.5K	0.01%	363