WMWM
Whitaker-Myers Wealth Managers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
7,775
+62
| +0.8% | +$3.82K | 0.12% | 78 |
|
|
2025
Q1 | $476K | Buy |
7,713
+57
| +0.7% | +$3.52K | 0.13% | 64 |
|
|
2024
Q4 | $466K | Buy |
7,656
+48
| +0.6% | +$2.92K | 0.14% | 64 |
|
|
2024
Q3 | $464K | Sell |
7,608
-276
| -4% | -$16.8K | 0.15% | 62 |
|
|
2024
Q2 | $435K | Buy |
7,884
+204
| +3% | +$11.3K | 0.16% | 61 |
|
|
2024
Q1 | $433K | Sell |
7,680
-100
| -1% | -$5.64K | 0.18% | 62 |
|
|
2023
Q4 | $414K | Sell |
7,780
-365
| -4% | -$19.4K | 0.21% | 58 |
|
|
2023
Q3 | $400K | Sell |
8,145
-607
| -7% | -$29.8K | 0.25% | 54 |
|
|
2023
Q2 | $453K | Sell |
8,752
-1,429
| -14% | -$73.9K | 0.3% | 48 |
|
|
2023
Q1 | $533K | Sell |
10,181
-743
| -7% | -$38.9K | 0.41% | 43 |
|
|
2022
Q4 | $584K | Buy |
+10,924
| New | +$584K | 0.56% | 41 |
|