Sowell Financial Services’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 | $1.67M | Buy |
12,983
+815
| +7% | +$105K | 0.07% | 301 |
|
2025
Q1 | $1.38M | Sell |
12,168
-457
| -4% | -$52K | 0.06% | 303 |
|
2024
Q4 | $1.56M | Buy |
12,625
+1,701
| +16% | +$210K | 0.08% | 248 |
|
2024
Q3 | $1.31M | Buy |
+10,924
| New | +$1.31M | 0.06% | 304 |
|
2021
Q2 | – | Sell |
-583
| Closed | -$49K | – | 2785 |
|
2021
Q1 | $49K | Buy |
583
+61
| +12% | +$5.13K | ﹤0.01% | 1671 |
|
2020
Q4 | $41K | Sell |
522
-626
| -55% | -$49.2K | ﹤0.01% | 1473 |
|
2020
Q3 | $76K | Buy |
1,148
+71
| +7% | +$4.7K | ﹤0.01% | 1076 |
|
2020
Q2 | $64K | Buy |
1,077
+441
| +69% | +$26.2K | ﹤0.01% | 1103 |
|
2020
Q1 | $31K | Buy |
636
+353
| +125% | +$17.2K | ﹤0.01% | 1238 |
|
2019
Q4 | $17K | Buy |
+283
| New | +$17K | ﹤0.01% | 1499 |
|