SWM
Sculati Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
10,565
-14,218
| -57% | -$1.83M | 0.51% | 58 |
|
|
2025
Q1 | $2.82M | Buy |
24,783
+781
| +3% | +$88.8K | 1.14% | 27 |
|
|
2024
Q4 | $2.96M | Buy |
24,002
+97
| +0.4% | +$12K | 1.17% | 24 |
|
|
2024
Q3 | $2.88M | Buy |
23,905
+3,906
| +20% | +$470K | 1.15% | 23 |
|
|
2024
Q2 | $2.28M | Buy |
19,999
+5,920
| +42% | +$675K | 0.97% | 34 |
|
|
2024
Q1 | $1.62M | Sell |
14,079
-215
| -2% | -$24.7K | 0.7% | 48 |
|
|
2023
Q4 | $1.28M | Buy |
14,294
+184
| +1% | +$16.5K | 0.6% | 53 |
|
|
2023
Q3 | $1.14M | Buy |
14,110
+958
| +7% | +$77.1K | 0.58% | 59 |
|
|
2023
Q2 | $1.05M | Buy |
13,152
+978
| +8% | +$77.8K | 0.53% | 60 |
|
|
2023
Q1 | $919K | Buy |
12,174
+252
| +2% | +$19K | 0.49% | 64 |
|
|
2022
Q4 | $898K | Buy |
11,922
+304
| +3% | +$22.9K | 0.5% | 65 |
|
|
2022
Q3 | $811K | Buy |
11,618
+198
| +2% | +$13.8K | 0.48% | 62 |
|
|
2022
Q2 | $812K | Buy |
11,420
+362
| +3% | +$25.7K | 0.46% | 65 |
|
|
2022
Q1 | $955K | Buy |
11,058
+464
| +4% | +$40.1K | 0.47% | 67 |
|
|
2021
Q4 | $963K | Buy |
10,594
+765
| +8% | +$69.5K | 0.47% | 68 |
|
|
2021
Q3 | $827K | Buy |
9,829
+372
| +4% | +$31.3K | 0.44% | 70 |
|
|
2021
Q2 | $810K | Buy |
9,457
+740
| +8% | +$63.4K | 0.43% | 71 |
|
|
2021
Q1 | $731K | Buy |
8,717
+524
| +6% | +$43.9K | 0.42% | 69 |
|
|
2020
Q4 | $641K | Buy |
8,193
+528
| +7% | +$41.3K | 0.42% | 59 |
|
|
2020
Q3 | $508K | Buy |
7,665
+2,258
| +42% | +$150K | 0.38% | 60 |
|
|
2020
Q2 | $321K | Buy |
+5,407
| New | +$321K | 0.27% | 73 |
|