Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.48K | Buy |
86
+43
| +100% | +$3.24K | ﹤0.01% | 844 |
|
|
2022
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 850 |
|
|
2022
Q2 | $3.06K | Sell |
43
-155
| -78% | -$11K | ﹤0.01% | 835 |
|
|
2022
Q1 | $17K | Buy |
+198
| New | +$17K | ﹤0.01% | 628 |
|
|
2021
Q3 | $43K | Sell |
510
-1,220
| -71% | -$103K | 0.02% | 471 |
|
|
2021
Q2 | $148K | Sell |
1,730
-570
| -25% | -$48.8K | 0.06% | 271 |
|
|
2021
Q1 | $193K | Buy |
+2,300
| New | +$193K | 0.11% | 168 |
|