Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
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|
2025
Q1 | $398K | Hold |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $504K | Sell |
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|
2024
Q2 | $483K | Sell |
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|
2024
Q1 | $519K | Buy |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $456K | Sell |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $586K | Sell |
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|
2022
Q4 | $887K | Sell |
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|
2022
Q3 | $789K | Sell |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $927K | Sell |
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|
2021
Q3 | $881K | Buy |
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|
2021
Q2 | $796K | Buy |
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|
2021
Q1 | $238K | Buy |
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