OIA
OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
2,040
+119
| +6% | +$15.3K | ﹤0.01% | 1235 |
|
|
2025
Q1 | $219K | Sell |
1,921
-277
| -13% | -$31.5K | ﹤0.01% | 1286 |
|
|
2024
Q4 | $271K | Buy |
+2,198
| New | +$271K | ﹤0.01% | 1184 |
|
|
2022
Q2 | – | Sell |
-3,408
| Closed | -$294K | – | 790 |
|
|
2022
Q1 | $294K | Sell |
3,408
-3,086
| -48% | -$266K | 0.01% | 597 |
|
|
2021
Q4 | $591K | Buy |
6,494
+1,005
| +18% | +$91.5K | 0.02% | 386 |
|
|
2021
Q3 | $462K | Buy |
5,489
+422
| +8% | +$35.5K | 0.02% | 431 |
|
|
2021
Q2 | $434K | Buy |
+5,067
| New | +$434K | 0.02% | 444 |
|