Schrum Private Wealth Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$232K Hold
2024
Q1
$244K Hold
2023
Q4
$227K Hold
2023
Q3
$206K Hold
2023
Q2
$207K Buy
2022
Q2
Sell
2022
Q1
$201K Hold
2021
Q4
$220K Buy