PWA
PCG Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-32,684
| Closed | -$1.27M | – | 153 |
|
|
2022
Q3 | $1.27M | Buy |
32,684
+16,214
| +98% | +$629K | 0.45% | 46 |
|
|
2022
Q2 | $648K | Buy |
16,470
+10
| +0.1% | +$393 | 0.46% | 43 |
|
|
2022
Q1 | $793K | Sell |
16,460
-6,340
| -28% | -$305K | 0.5% | 39 |
|
|
2021
Q4 | $1.12M | Buy |
+22,800
| New | +$1.12M | 0.78% | 30 |
|