IAG Wealth Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-454
| Closed | -$29.7K | – | 471 |
|
|
2023
Q4 | $29.7K | Hold |
454
| – | – | 0.01% | 201 |
|
|
2023
Q3 | $26K | Sell |
454
-6,461
| -93% | -$370K | 0.01% | 204 |
|
|
2023
Q2 | $387K | Sell |
6,915
-5,439
| -44% | -$304K | 0.1% | 62 |
|
|
2023
Q1 | $674K | Sell |
12,354
-10,095
| -45% | -$550K | 0.19% | 45 |
|
|
2022
Q4 | $1.27M | Sell |
22,449
-21,287
| -49% | -$1.21M | 0.38% | 36 |
|
|
2022
Q3 | $2.2M | Sell |
43,736
-42,779
| -49% | -$2.15M | 0.73% | 29 |
|
|
2022
Q2 | $4.49M | Buy |
86,515
+5,582
| +7% | +$290K | 1.47% | 18 |
|
|
2022
Q1 | $4.95M | Buy |
80,933
+28,839
| +55% | +$1.76M | 1.56% | 15 |
|
|
2021
Q4 | $3.36M | Buy |
52,094
+20,277
| +64% | +$1.31M | 1.08% | 18 |
|
|
2021
Q3 | $1.92M | Buy |
31,817
+11,875
| +60% | +$718K | 0.68% | 24 |
|
|
2021
Q2 | $1.18M | Buy |
19,942
+18,390
| +1,185% | +$1.09M | 0.42% | 31 |
|
|
2021
Q1 | $83K | Buy |
1,552
+33
| +2% | +$1.77K | 0.03% | 78 |
|
|
2020
Q4 | $81K | Buy |
+1,519
| New | +$81K | 0.03% | 83 |
|