TIA
Tiemann Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,640
| Closed | -$260K | – | 188 |
|
|
2020
Q2 | $260K | Sell |
9,640
-2,500
| -21% | -$67.4K | 0.18% | 134 |
|
|
2020
Q1 | $275K | Sell |
12,140
-816
| -6% | -$18.5K | 0.24% | 109 |
|
|
2019
Q4 | $457K | Buy |
12,956
+55
| +0.4% | +$1.94K | 0.31% | 84 |
|
|
2019
Q3 | $418K | Buy |
12,901
+99
| +0.8% | +$3.21K | 0.3% | 92 |
|
|
2019
Q2 | $421K | Buy |
+12,802
| New | +$421K | 0.31% | 90 |
|