Perigon Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.35M | Buy |
83,168
+11,965
| +17% | +$1.35M | 0.22% | 99 |
|
|
2025
Q1 | $6.59M | Buy |
71,203
+45,454
| +177% | +$4.21M | 0.17% | 127 |
|
|
2024
Q4 | $2.51M | Buy |
25,749
+9,453
| +58% | +$922K | 0.06% | 278 |
|
|
2024
Q3 | $1.48M | Sell |
16,296
-2,110
| -11% | -$191K | 0.04% | 335 |
|
|
2024
Q2 | $1.61M | Buy |
18,406
+3,515
| +24% | +$307K | 0.05% | 284 |
|
|
2024
Q1 | $1.19M | Sell |
14,891
-230
| -2% | -$18.5K | 0.04% | 334 |
|
|
2023
Q4 | $990K | Hold |
15,121
| – | – | 0.03% | 342 |
|
|
2023
Q3 | $866K | Sell |
15,121
-1,000
| -6% | -$57.3K | 0.04% | 329 |
|
|
2023
Q2 | $902K | Buy |
16,121
+4,573
| +40% | +$256K | 0.04% | 335 |
|
|
2023
Q1 | $630K | Buy |
11,548
+3,031
| +36% | +$165K | 0.04% | 349 |
|
|
2022
Q4 | $484K | Buy |
+8,517
| New | +$484K | 0.03% | 396 |
|