MWM
MY Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Sell |
3,743
-334
| -8% | -$43K | 0.46% | 21 |
|
|
2025
Q1 | $464K | Buy |
4,077
+325
| +9% | +$37K | 0.45% | 18 |
|
|
2024
Q4 | $463K | Buy |
3,752
+211
| +6% | +$26.1K | 0.46% | 18 |
|
|
2024
Q3 | $426K | Hold |
3,541
| – | – | 0.43% | 19 |
|
|
2024
Q2 | $404K | Sell |
3,541
-195
| -5% | -$22.2K | 0.46% | 20 |
|
|
2024
Q1 | $429K | Sell |
3,736
-165
| -4% | -$19K | 0.47% | 18 |
|
|
2023
Q4 | $350K | Sell |
3,901
-54,368
| -93% | -$4.88M | 0.33% | 22 |
|
|
2023
Q3 | $4.69M | Sell |
58,269
-369
| -0.6% | -$29.7K | 4.66% | 9 |
|
|
2023
Q2 | $4.66M | Buy |
58,638
+978
| +2% | +$77.8K | 4.25% | 12 |
|
|
2023
Q1 | $4.35M | Buy |
57,660
+1
| +0% | +$76 | 4.36% | 10 |
|
|
2022
Q4 | $4.34M | Buy |
57,659
+5,735
| +11% | +$432K | 6.61% | 6 |
|
|
2022
Q3 | $3.62M | Sell |
51,924
-77
| -0.1% | -$5.37K | 3.89% | 9 |
|
|
2022
Q2 | $3.7M | Sell |
52,001
-206
| -0.4% | -$14.7K | 3.99% | 10 |
|
|
2022
Q1 | $4.51M | Sell |
52,207
-55,206
| -51% | -$4.77M | 4.18% | 10 |
|
|
2021
Q4 | $9.77M | Buy |
+107,413
| New | +$9.77M | 8.59% | 3 |
|