Iams 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
2024 Q3	–	Sell	-2,749	Closed	-$313K	–	159
2024 Q2	$313K	Sell	2,749 -924	-25%	-$105K	0.17%	114
2024 Q1	$387K	Buy	+3,673	New	+$387K	0.24%	89
2023 Q4	–	Sell	-8,264	Closed	-$665K	–	129
2023 Q3	$665K	Buy	+8,264	New	+$665K	0.46%	67