Golden State Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8K | Buy |
+216
| New | +$27.8K | ﹤0.01% | 797 |
|
|
2025
Q1 | – | Sell |
-55
| Closed | -$6.79K | – | 1647 |
|
|
2024
Q4 | $6.79K | Buy |
+55
| New | +$6.79K | ﹤0.01% | 1052 |
|
|
2022
Q1 | $3.59M | Buy |
41,589
+13,645
| +49% | +$1.18M | 0.7% | 28 |
|
|
2021
Q4 | $2.54M | Buy |
27,944
+1,657
| +6% | +$151K | 0.44% | 43 |
|
|
2021
Q3 | $2.21M | Buy |
26,287
+1,035
| +4% | +$87.1K | 0.48% | 38 |
|
|
2021
Q2 | $2.16M | Buy |
+25,252
| New | +$2.16M | 0.48% | 38 |
|
|
2020
Q2 | – | Sell |
-77
| Closed | -$4K | – | 932 |
|
|
2020
Q1 | $4K | Buy |
+77
| New | +$4K | ﹤0.01% | 797 |
|