Pine Harbor Wealth Management’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
Q2 | $496K | Hold |
3,854
| – | – | 0.17% | 53 |
|
2025
Q1 | $438K | Hold |
3,854
| – | – | 0.18% | 53 |
|
2024
Q4 | $476K | Hold |
3,854
| – | – | 0.19% | 52 |
|
2024
Q3 | $464K | Hold |
3,854
| – | – | 0.23% | 56 |
|
2024
Q2 | $439K | Hold |
3,854
| – | – | 0.26% | 57 |
|
2024
Q1 | $443K | Hold |
3,854
| – | – | 0.28% | 58 |
|
2023
Q4 | $346K | Buy |
+3,854
| New | +$346K | 0.26% | 63 |
|