Darwin Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Sell |
1,646
-95
| -5% | -$10.7K | 0.06% | 130 |
|
|
2025
Q1 | $165K | Hold |
1,741
| – | – | 0.06% | 140 |
|
|
2024
Q4 | $165K | Hold |
1,741
| – | – | 0.06% | 140 |
|
|
2024
Q3 | $158K | Buy |
+1,741
| New | +$158K | 0.04% | 160 |
|
|
2020
Q2 | – | Sell |
-3,787
| Closed | -$135K | – | 677 |
|
|
2020
Q1 | $135K | Buy |
+3,787
| New | +$135K | 0.04% | 159 |
|
|
2019
Q2 | – | Sell |
-5,270
| Closed | -$207K | – | 155 |
|
|
2019
Q1 | $207K | Sell |
5,270
-1,569
| -23% | -$61.6K | 0.07% | 141 |
|
|
2018
Q4 | $231K | Sell |
6,839
-2,861
| -29% | -$96.6K | 0.16% | 88 |
|
|
2018
Q3 | $394K | Buy |
9,700
+2,492
| +35% | +$101K | 0.22% | 78 |
|
|
2018
Q2 | $268K | Sell |
7,208
-5,981
| -45% | -$222K | 0.17% | 105 |
|
|
2018
Q1 | $465K | Buy |
+13,189
| New | +$465K | 0.34% | 66 |
|