LAS
LWM Advisory Services’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,648
| Closed | -$205K | – | 88 |
|
|
2022
Q4 | $205K | Buy |
+4,648
| New | +$205K | 0.23% | 78 |
|
|
2022
Q3 | – | Sell |
-18,173
| Closed | -$715K | – | 123 |
|
|
2022
Q2 | $715K | Sell |
18,173
-12,593
| -41% | -$495K | 0.86% | 27 |
|
|
2022
Q1 | $1.48M | Buy |
30,766
+6,107
| +25% | +$294K | 1.84% | 8 |
|
|
2021
Q4 | $1.21M | Buy |
+24,659
| New | +$1.21M | 1.49% | 13 |
|