WP
WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-200
| Closed | -$11K | – | 765 |
|
|
2021
Q2 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 756 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$8K | – | 431 |
|
|
2020
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 357 |
|
|
2020
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 299 |
|
|
2020
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 227 |
|
|
2019
Q4 | $11K | Hold |
200
| – | – | 0.01% | 246 |
|
|
2019
Q3 | $11K | Buy |
+200
| New | +$11K | 0.01% | 237 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$10K | – | 285 |
|
|
2019
Q1 | $10K | Hold |
200
| – | – | 0.01% | 236 |
|
|
2018
Q4 | $9K | Hold |
200
| – | – | 0.01% | 205 |
|
|
2018
Q3 | $10K | Buy |
+200
| New | +$10K | 0.01% | 208 |
|