Meridian Financial’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 | $405K | Hold |
3,150
| – | – | 0.26% | 73 |
|
|
2025
Q1 | $358K | Sell |
3,150
-100
| -3% | -$11.4K | 0.25% | 78 |
|
|
2024
Q4 | $401K | Buy |
3,250
+100
| +3% | +$12.4K | 0.28% | 64 |
|
|
2024
Q3 | $379K | Sell |
3,150
-50
| -2% | -$6.02K | 0.25% | 75 |
|
|
2024
Q2 | $365K | Sell |
3,200
-300
| -9% | -$34.2K | 0.26% | 70 |
|
|
2024
Q1 | $402K | Buy |
3,500
+1,060
| +43% | +$122K | 0.3% | 64 |
|
|
2023
Q4 | $219K | Buy |
+2,440
| New | +$219K | 0.17% | 104 |
|
|
2023
Q1 | – | Sell |
-3,190
| Closed | -$240K | – | 99 |
|
|
2022
Q4 | $240K | Sell |
3,190
-100
| -3% | -$7.53K | 0.25% | 77 |
|
|
2022
Q3 | $230K | Sell |
3,290
-125
| -4% | -$8.72K | 0.27% | 76 |
|
|
2022
Q2 | $243K | Sell |
3,415
-1,200
| -26% | -$85.4K | 0.27% | 75 |
|
|
2022
Q1 | $398K | Hold |
4,615
| – | – | 0.41% | 52 |
|
|
2021
Q4 | $420K | Buy |
+4,615
| New | +$420K | 0.39% | 50 |
|