Whitaker-Myers Wealth Managers’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $495K | Buy |
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|
2025
Q2 | $479K | Buy |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $466K | Buy |
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|
2024
Q3 | $464K | Sell |
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|
2024
Q2 | $435K | Buy |
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|
2024
Q1 | $433K | Sell |
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|
2023
Q4 | $414K | Sell |
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|
2023
Q3 | $400K | Sell |
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|
2023
Q2 | $453K | Sell |
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|
2023
Q1 | $533K | Sell |
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|
2022
Q4 | $584K | Buy |
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