Beacon Capital Management Inc (Ohio)’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.7K | Sell |
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|
2025
Q2 | $36.8K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $35K | Sell |
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|
2023
Q3 | $32K | Sell |
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|
2023
Q2 | $32.2K | Hold |
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|
2023
Q1 | $30.5K | Sell |
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|
2022
Q4 | $31.2K | Sell |
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|
2022
Q3 | $30K | Sell |
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|
2022
Q2 | $34K | Sell |
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|
2022
Q1 | $45K | Sell |
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|
2021
Q4 | $46K | Sell |
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|
2021
Q3 | $42K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $42K | Sell |
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|
2020
Q4 | $37K | Sell |
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|
2020
Q3 | $29K | Hold |
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|
2020
Q2 | $27K | Sell |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $45K | Sell |
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|
2019
Q3 | $42K | Hold |
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|
2019
Q2 | $43K | Sell |
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|
2019
Q1 | $53K | Sell |
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|
2018
Q4 | $48K | Sell |
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|
2018
Q3 | $61K | Sell |
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|
2018
Q2 | $63K | Buy |
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