DWMG
DB Wealth Management Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $101K | Hold |
1,546
| – | – | 0.06% | 116 |
|
|
2023
Q3 | $88.6K | Sell |
1,546
-970
| -39% | -$55.6K | 0.06% | 119 |
|
|
2023
Q2 | $141K | Sell |
2,516
-284
| -10% | -$15.9K | 0.09% | 96 |
|
|
2023
Q1 | $153K | Sell |
2,800
-243
| -8% | -$13.3K | 0.1% | 88 |
|
|
2022
Q4 | $173K | Hold |
3,043
| – | – | 0.11% | 82 |
|
|
2022
Q3 | $153K | Buy |
3,043
+200
| +7% | +$10.1K | 0.11% | 88 |
|
|
2022
Q2 | $148K | Sell |
2,843
-336
| -11% | -$17.5K | 0.1% | 90 |
|
|
2022
Q1 | $194K | Hold |
3,179
| – | – | 0.12% | 86 |
|
|
2021
Q4 | $205K | Sell |
3,179
-76
| -2% | -$4.9K | 0.12% | 83 |
|
|
2021
Q3 | $197K | Sell |
3,255
-153
| -4% | -$9.26K | 0.13% | 85 |
|
|
2021
Q2 | $202K | Hold |
3,408
| – | – | 0.13% | 87 |
|
|
2021
Q1 | $181K | Sell |
3,408
-335
| -9% | -$17.8K | 0.12% | 92 |
|
|
2020
Q4 | $198K | Buy |
+3,743
| New | +$198K | 0.15% | 86 |
|