Disciplined Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-487
| Closed | -$38.7K | – | 1590 |
|
|
2023
Q2 | $38.7K | Sell |
487
-213
| -30% | -$16.9K | 0.02% | 220 |
|
|
2023
Q1 | $52.9K | Hold |
700
| – | – | 0.02% | 216 |
|
|
2022
Q4 | $52.7K | Hold |
700
| – | – | 0.03% | 195 |
|
|
2022
Q3 | $49K | Hold |
700
| – | – | 0.02% | 224 |
|
|
2022
Q2 | $50K | Hold |
700
| – | – | 0.02% | 218 |
|
|
2022
Q1 | $60K | Hold |
700
| – | – | 0.02% | 208 |
|
|
2021
Q4 | $64K | Hold |
700
| – | – | 0.03% | 187 |
|
|
2021
Q3 | $59K | Hold |
700
| – | – | 0.03% | 182 |
|
|
2021
Q2 | $60K | Hold |
700
| – | – | 0.03% | 186 |
|
|
2021
Q1 | $59K | Hold |
700
| – | – | 0.03% | 172 |
|
|
2020
Q4 | $55K | Hold |
700
| – | – | 0.04% | 145 |
|
|
2020
Q3 | $46K | Hold |
700
| – | – | 0.03% | 163 |
|
|
2020
Q2 | $42K | Hold |
700
| – | – | 0.03% | 179 |
|
|
2020
Q1 | $34K | Hold |
700
| – | – | 0.03% | 184 |
|
|
2019
Q4 | $43K | Buy |
+700
| New | +$43K | 0.04% | 175 |
|