APWA
Atlas Private Wealth Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
2,962
+538
| +22% | +$69.2K | 0.05% | 137 |
|
|
2025
Q1 | $276K | Buy |
+2,424
| New | +$276K | 0.04% | 151 |
|
|
2023
Q3 | – | Sell |
-5,333
| Closed | -$424K | – | 197 |
|
|
2023
Q2 | $424K | Buy |
5,333
+2,425
| +83% | +$193K | 0.09% | 119 |
|
|
2023
Q1 | $220K | Sell |
2,908
-1,659
| -36% | -$125K | 0.1% | 118 |
|
|
2022
Q4 | $344K | Sell |
4,567
-1,530
| -25% | -$115K | 0.18% | 96 |
|
|
2022
Q3 | $425K | Sell |
6,097
-824
| -12% | -$57.4K | 0.26% | 83 |
|
|
2022
Q2 | $492K | Sell |
6,921
-103,169
| -94% | -$7.33M | 0.3% | 82 |
|
|
2022
Q1 | $9.5M | Buy |
110,090
+60,285
| +121% | +$5.2M | 4.22% | 5 |
|
|
2021
Q4 | $4.53M | Buy |
49,805
+39,044
| +363% | +$3.55M | 2.09% | 13 |
|
|
2021
Q3 | $905K | Buy |
10,761
+10,451
| +3,371% | +$879K | 0.47% | 47 |
|
|
2021
Q2 | $27K | Hold |
310
| – | – | 0.01% | 309 |
|
|
2021
Q1 | $26K | Hold |
310
| – | – | 0.01% | 325 |
|
|
2020
Q4 | $24K | Hold |
310
| – | – | 0.02% | 309 |
|
|
2020
Q3 | $21K | Hold |
310
| – | – | 0.02% | 305 |
|
|
2020
Q2 | $18K | Buy |
+310
| New | +$18K | 0.02% | 335 |
|