Geneos Wealth Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30.6K | Hold |
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|
2025
Q2 | $27.6K | Sell |
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|
2025
Q1 | $54.6K | Buy |
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|
2024
Q4 | $6.93K | Hold |
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|
2024
Q3 | $6.93K | Hold |
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|
2024
Q2 | $6.46K | Hold |
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|
2024
Q1 | $6.79K | Hold |
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|
2023
Q4 | $6.29K | Hold |
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|
2023
Q3 | $5.73K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $67K | Hold |
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|
2022
Q1 | $82K | Sell |
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|
2021
Q4 | $93K | Hold |
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|
2021
Q3 | $86K | Hold |
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|
2021
Q2 | $87K | Hold |
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|
2021
Q1 | $89K | Hold |
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|
2020
Q4 | $85K | Hold |
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|
2020
Q3 | $52K | Sell |
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|
2020
Q2 | $59K | Sell |
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|
2020
Q1 | $56K | Sell |
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|
2019
Q4 | $103K | Sell |
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|
2019
Q3 | $143K | Buy |
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|
2019
Q2 | $119K | Sell |
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|
2019
Q1 | $123K | Sell |
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|
2018
Q4 | $123K | Sell |
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|
2018
Q3 | $174K | Buy |
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