IFG Advisory’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,495
| Closed | -$237K | – | 752 |
|
|
2025
Q1 | $237K | Buy |
+4,495
| New | +$237K | 0.01% | 622 |
|
|
2023
Q2 | – | Sell |
-10,064
| Closed | -$439K | – | 512 |
|
|
2023
Q1 | $439K | Sell |
10,064
-178
| -2% | -$7.77K | 0.04% | 342 |
|
|
2022
Q4 | $451K | Sell |
10,242
-17
| -0.2% | -$749 | 0.04% | 327 |
|
|
2022
Q3 | $396K | Buy |
10,259
+1,096
| +12% | +$42.3K | 0.04% | 362 |
|
|
2022
Q2 | $360K | Buy |
9,163
+1,657
| +22% | +$65.1K | 0.04% | 345 |
|
|
2022
Q1 | $361K | Buy |
+7,506
| New | +$361K | 0.04% | 367 |
|