BDO Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-1,454
| Closed | -$114K | – | 1276 |
|
2020
Q4 | $114K | Sell |
1,454
-72
| -5% | -$5.65K | 0.02% | 274 |
|
2020
Q3 | $101K | Sell |
1,526
-14
| -0.9% | -$927 | 0.02% | 268 |
|
2020
Q2 | $91K | Hold |
1,540
| – | – | 0.02% | 278 |
|
2020
Q1 | $76K | Hold |
1,540
| – | – | 0.02% | 302 |
|
2019
Q4 | $94K | Hold |
1,540
| – | – | 0.02% | 252 |
|
2019
Q3 | $90K | Hold |
1,540
| – | – | 0.02% | 262 |
|
2019
Q2 | $91K | Buy |
+1,540
| New | +$91K | 0.02% | 253 |
|