Bison Wealth’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
Q4 | – | Sell |
-208
| Closed | -$18K | – | 469 |
|
|
2021
Q3 | $18K | Sell |
208
-810
| -80% | -$70.1K | 0.01% | 368 |
|
|
2021
Q2 | $87K | Hold |
1,018
| – | – | 0.04% | 289 |
|
|
2021
Q1 | $85K | Sell |
1,018
-280
| -22% | -$23.4K | 0.04% | 290 |
|
|
2020
Q4 | $102K | Hold |
1,298
| – | – | 0.05% | 261 |
|
|
2020
Q3 | $86K | Sell |
1,298
-530
| -29% | -$35.1K | 0.05% | 228 |
|
|
2020
Q2 | $108K | Sell |
1,828
-1,338
| -42% | -$79.1K | 0.07% | 219 |
|
|
2020
Q1 | $155K | Hold |
3,166
| – | – | 0.11% | 184 |
|
|
2019
Q4 | $194K | Buy |
+3,166
| New | +$194K | 0.09% | 233 |
|