TLA
Tanglewood Legacy Advisors’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4K | Hold |
295
| – | – | 0.01% | 230 |
|
|
2025
Q1 | $15.6K | Hold |
295
| – | – | 0.01% | 236 |
|
|
2024
Q4 | $16.3K | Hold |
295
| – | – | 0.01% | 233 |
|
|
2024
Q3 | $16.4K | Hold |
295
| – | – | 0.01% | 222 |
|
|
2024
Q2 | $15.2K | Hold |
295
| – | – | 0.01% | 225 |
|
|
2024
Q1 | $16K | Hold |
295
| – | – | 0.01% | 232 |
|
|
2023
Q4 | $14.9K | Hold |
295
| – | – | 0.01% | 228 |
|
|
2023
Q3 | $13.5K | Hold |
295
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $13.6K | Hold |
295
| – | – | 0.01% | 234 |
|
|
2023
Q1 | $12.9K | Hold |
295
| – | – | 0.01% | 229 |
|
|
2022
Q4 | $13K | Buy |
+295
| New | +$13K | 0.01% | 206 |
|