Schrum Private 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 | $257K | Hold |
2,000
| – | – | 0.21% | 107 |
|
|
2025
Q1 | $228K | Hold |
2,000
| – | – | 0.2% | 112 |
|
|
2024
Q4 | $247K | Sell |
2,000
-2,000
| -50% | -$247K | 0.21% | 109 |
|
|
2024
Q3 | $481K | Buy |
4,000
+2,000
| +100% | +$241K | 0.25% | 96 |
|
|
2024
Q2 | $228K | Hold |
2,000
| – | – | 0.21% | 114 |
|
|
2024
Q1 | $230K | Buy |
+2,000
| New | +$230K | 0.21% | 116 |
|