Aspire Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $12.7M | Buy |
105,435
+1,230
| +1% | +$148K | 6.83% | 1 |
|
|
2024
Q2 | $11.9M | Buy |
104,205
+3,286
| +3% | +$375K | 6.8% | 1 |
|
|
2024
Q1 | $11.6M | Buy |
100,919
+277
| +0.3% | +$31.8K | 7% | 1 |
|
|
2023
Q4 | $9.04M | Buy |
100,642
+2,838
| +3% | +$255K | 6.14% | 1 |
|
|
2023
Q3 | $7.87M | Buy |
97,804
+1,734
| +2% | +$140K | 5.99% | 2 |
|
|
2023
Q2 | $7.64M | Sell |
96,070
-294
| -0.3% | -$23.4K | 5.78% | 2 |
|
|
2023
Q1 | $7.28M | Buy |
96,364
+1,553
| +2% | +$117K | 5.91% | 2 |
|
|
2022
Q4 | $7.14M | Buy |
94,811
+10,604
| +13% | +$798K | 6.22% | 2 |
|
|
2022
Q3 | $5.88M | Buy |
84,207
+6,521
| +8% | +$455K | 5.54% | 2 |
|
|
2022
Q2 | $5.53M | Buy |
77,686
+594
| +0.8% | +$42.3K | 5.09% | 2 |
|
|
2022
Q1 | $6.66M | Buy |
77,092
+4,064
| +6% | +$351K | 5.27% | 3 |
|
|
2021
Q4 | $6.64M | Buy |
+73,028
| New | +$6.64M | 5.38% | 3 |
|