IHT 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 | $1.64M | Sell |
12,739
-810
| -6% | -$104K | 0.05% | 358 |
|
2025
Q1 | $1.54M | Buy |
13,549
+186
| +1% | +$21.2K | 0.05% | 344 |
|
2024
Q4 | $1.65M | Buy |
13,363
+1,205
| +10% | +$149K | 0.05% | 315 |
|
2024
Q3 | $1.46M | Buy |
12,158
+6,513
| +115% | +$784K | 0.04% | 397 |
|
2024
Q2 | $643K | Sell |
5,645
-611
| -10% | -$69.6K | 0.02% | 559 |
|
2024
Q1 | $719K | Sell |
6,256
-6,619
| -51% | -$760K | 0.03% | 522 |
|
2023
Q4 | $1.16M | Buy |
12,875
+7,118
| +124% | +$639K | 0.05% | 348 |
|
2023
Q3 | $463K | Sell |
5,757
-565
| -9% | -$45.5K | 0.02% | 579 |
|
2023
Q2 | $503K | Buy |
6,322
+242
| +4% | +$19.2K | 0.03% | 533 |
|
2023
Q1 | $459K | Buy |
6,080
+565
| +10% | +$42.7K | 0.03% | 529 |
|
2022
Q4 | $415K | Buy |
5,515
+1,074
| +24% | +$80.9K | 0.03% | 544 |
|
2022
Q3 | $310K | Sell |
4,441
-8
| -0.2% | -$558 | 0.02% | 608 |
|
2022
Q2 | $316K | Sell |
4,449
-741
| -14% | -$52.6K | 0.03% | 514 |
|
2022
Q1 | $448K | Buy |
5,190
+162
| +3% | +$14K | 0.03% | 440 |
|
2021
Q4 | $457K | Buy |
5,028
+632
| +14% | +$57.4K | 0.03% | 465 |
|
2021
Q3 | $370K | Buy |
4,396
+1,315
| +43% | +$111K | 0.03% | 526 |
|
2021
Q2 | $264K | Buy |
+3,081
| New | +$264K | 0.02% | 760 |
|