IA
Insight Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,347
| Closed | -$248K | – | 331 |
|
|
2022
Q4 | $248K | Sell |
3,347
-155
| -4% | -$11.5K | 0.09% | 269 |
|
|
2022
Q3 | $244K | Sell |
3,502
-555
| -14% | -$38.7K | 0.1% | 239 |
|
|
2022
Q2 | $317K | Sell |
4,057
-2,596
| -39% | -$203K | 0.11% | 222 |
|
|
2022
Q1 | $574K | Sell |
6,653
-3,344
| -33% | -$289K | 0.17% | 152 |
|
|
2021
Q4 | $909K | Sell |
9,997
-4,305
| -30% | -$391K | 0.27% | 97 |
|
|
2021
Q3 | $1.36M | Sell |
14,302
-3,824
| -21% | -$364K | 0.41% | 60 |
|
|
2021
Q2 | $1.55M | Sell |
18,126
-625
| -3% | -$53.4K | 0.49% | 50 |
|
|
2021
Q1 | $1.61M | Buy |
18,751
+23
| +0.1% | +$1.97K | 0.51% | 47 |
|
|
2020
Q4 | $1.47M | Buy |
+18,728
| New | +$1.47M | 0.55% | 51 |
|