DWMG
DB Wealth Management Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $56K | Sell |
623
-905
| -59% | -$81.3K | 0.03% | 158 |
|
|
2023
Q3 | $123K | Sell |
1,528
-529
| -26% | -$42.6K | 0.08% | 105 |
|
|
2023
Q2 | $164K | Hold |
2,057
| – | – | 0.1% | 88 |
|
|
2023
Q1 | $155K | Hold |
2,057
| – | – | 0.1% | 87 |
|
|
2022
Q4 | $155K | Sell |
2,057
-52
| -2% | -$3.92K | 0.1% | 85 |
|
|
2022
Q3 | $147K | Hold |
2,109
| – | – | 0.1% | 91 |
|
|
2022
Q2 | $150K | Hold |
2,109
| – | – | 0.1% | 88 |
|
|
2022
Q1 | $182K | Hold |
2,109
| – | – | 0.11% | 90 |
|
|
2021
Q4 | $192K | Hold |
2,109
| – | – | 0.11% | 87 |
|
|
2021
Q3 | $177K | Hold |
2,109
| – | – | 0.11% | 90 |
|
|
2021
Q2 | $181K | Hold |
2,109
| – | – | 0.12% | 91 |
|
|
2021
Q1 | $177K | Hold |
2,109
| – | – | 0.12% | 94 |
|
|
2020
Q4 | $165K | Buy |
+2,109
| New | +$165K | 0.12% | 93 |
|