TLA
Tanglewood Legacy Advisors’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 | $31.5K | Hold |
245
| – | – | 0.01% | 198 |
|
|
2025
Q1 | $27.9K | Sell |
245
-200
| -45% | -$22.8K | 0.01% | 205 |
|
|
2024
Q4 | $55K | Hold |
445
| – | – | 0.02% | 167 |
|
|
2024
Q3 | $53.5K | Hold |
445
| – | – | 0.02% | 161 |
|
|
2024
Q2 | $50.7K | Hold |
445
| – | – | 0.02% | 159 |
|
|
2024
Q1 | $51.1K | Hold |
445
| – | – | 0.03% | 159 |
|
|
2023
Q4 | $40K | Hold |
445
| – | – | 0.02% | 169 |
|
|
2023
Q3 | $35.8K | Hold |
445
| – | – | 0.02% | 180 |
|
|
2023
Q2 | $35.4K | Hold |
445
| – | – | 0.02% | 184 |
|
|
2023
Q1 | $33.6K | Hold |
445
| – | – | 0.02% | 178 |
|
|
2022
Q4 | $33.5K | Buy |
+445
| New | +$33.5K | 0.02% | 155 |
|