Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-43
| Closed | -$3.86K | – | 918 |
|
|
2023
Q4 | $3.86K | Hold |
43
| – | – | ﹤0.01% | 662 |
|
|
2023
Q3 | $3.46K | Hold |
43
| – | – | ﹤0.01% | 776 |
|
|
2023
Q2 | $3.42K | Hold |
43
| – | – | ﹤0.01% | 782 |
|
|
2023
Q1 | $3.25K | Sell |
43
-47
| -52% | -$3.55K | ﹤0.01% | 740 |
|
|
2022
Q4 | $6.78K | Buy |
+90
| New | +$6.78K | ﹤0.01% | 701 |
|
|
2022
Q3 | – | Sell |
-219
| Closed | -$16K | – | 1190 |
|
|
2022
Q2 | $16K | Hold |
219
| – | – | ﹤0.01% | 598 |
|
|
2022
Q1 | $19K | Sell |
219
-72
| -25% | -$6.25K | ﹤0.01% | 645 |
|
|
2021
Q4 | $26K | Buy |
+291
| New | +$26K | 0.01% | 592 |
|