BWA
Burt Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Hold |
41,200
| – | – | 1.06% | 19 |
|
|
2025
Q1 | $3.81M | Hold |
41,200
| – | – | 0.96% | 21 |
|
|
2024
Q4 | $3.91M | Hold |
41,200
| – | – | 0.99% | 20 |
|
|
2024
Q3 | $3.73M | Hold |
41,200
| – | – | 0.92% | 21 |
|
|
2024
Q2 | $3.6M | Hold |
41,200
| – | – | 0.95% | 21 |
|
|
2024
Q1 | $3.31M | Hold |
41,200
| – | – | 0.84% | 23 |
|
|
2023
Q4 | $2.7M | Hold |
41,200
| – | – | 0.77% | 23 |
|
|
2023
Q3 | $2.36M | Sell |
41,200
-2,150
| -5% | -$123K | 0.72% | 22 |
|
|
2023
Q2 | $2.42M | Sell |
43,350
-3,350
| -7% | -$187K | 0.73% | 20 |
|
|
2023
Q1 | $2.55M | Sell |
46,700
-16,175
| -26% | -$882K | 0.79% | 19 |
|
|
2022
Q4 | $3.57M | Buy |
62,875
+56,542
| +893% | +$3.21M | 1.2% | 15 |
|
|
2022
Q3 | $319K | Buy |
6,333
+1,240
| +24% | +$62.5K | 0.13% | 65 |
|
|
2022
Q2 | $264K | Sell |
5,093
-37,382
| -88% | -$1.94M | 0.09% | 76 |
|
|
2022
Q1 | $2.6M | Buy |
+42,475
| New | +$2.6M | 0.78% | 18 |
|