Patriot Financial Group Insurance Agency’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
Q1 | – | Sell |
-5,597
| Closed | -$691K | – | 527 |
|
|
2024
Q4 | $691K | Buy |
+5,597
| New | +$691K | 0.09% | 230 |
|
|
2022
Q3 | – | Sell |
-35
| Closed | -$3K | – | 1978 |
|
|
2022
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 1695 |
|
|
2022
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 1810 |
|
|
2021
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 1895 |
|
|
2021
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 1889 |
|
|
2021
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 1824 |
|
|
2021
Q1 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 1727 |
|