WCAMG
Woodard & Company Asset Management Group’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
Q1 | – | Sell |
-1,450
| Closed | -$70K | – | 114 |
|
|
2020
Q4 | $70K | Hold |
1,450
| – | – | 0.04% | 80 |
|
|
2020
Q3 | $60K | Hold |
1,450
| – | – | 0.04% | 69 |
|
|
2020
Q2 | $60K | Hold |
1,450
| – | – | 0.04% | 74 |
|
|
2020
Q1 | $58K | Hold |
1,450
| – | – | 0.04% | 67 |
|
|
2019
Q4 | $78K | Buy |
+1,450
| New | +$78K | 0.05% | 67 |
|
|
2018
Q4 | – | Sell |
-1,450
| Closed | -$70K | – | 240 |
|
|
2018
Q3 | $70K | Buy |
+1,450
| New | +$70K | 0.06% | 78 |
|