WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $166K | Buy |
3,842
+1,186
| +45% | +$51.2K | 0.04% | 413 |
|
|
2017
Q1 | $112K | Sell |
2,656
-748
| -22% | -$31.5K | 0.03% | 457 |
|
|
2016
Q4 | $138K | Buy |
3,404
+744
| +28% | +$30.2K | 0.03% | 454 |
|
|
2016
Q3 | $103K | Buy |
2,660
+645
| +32% | +$25K | 0.03% | 510 |
|
|
2016
Q2 | $79K | Buy |
+2,015
| New | +$79K | 0.02% | 566 |
|