Institute for Wealth Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $609K | Buy |
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|
2025
Q2 | $549K | Sell |
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|
2025
Q1 | $536K | Buy |
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|
2024
Q4 | $563K | Buy |
|
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|
2024
Q3 | $563K | Buy |
|
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|
2024
Q2 | $524K | Buy |
|
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|
2024
Q1 | $551K | Buy |
|
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|
2023
Q4 | $511K | Hold |
|
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|
2023
Q3 | $465K | Hold |
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|
2023
Q2 | $468K | Hold |
|
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|
2023
Q1 | $443K | Hold |
|
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|
2022
Q4 | $447K | Hold |
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|
2022
Q3 | $392K | Hold |
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|
2022
Q2 | $399K | Hold |
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|
2022
Q1 | $489K | Sell |
|
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|
2021
Q4 | $499K | Hold |
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|
2021
Q3 | $456K | Hold |
|
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|
2021
Q2 | $463K | Sell |
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|
2021
Q1 | $460K | Hold |
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|
2020
Q4 | $377K | Hold |
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|
2020
Q3 | $292K | Hold |
|
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|
2020
Q2 | $277K | Hold |
|
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $400K | Hold |
|
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|
2019
Q3 | $368K | Hold |
|
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|
2019
Q2 | $373K | Hold |
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|
2019
Q1 | $358K | Hold |
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|
2018
Q4 | $313K | Buy |
|