Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,801
| Closed | -$335K | – | 275 |
|
|
2022
Q3 | $335K | Sell |
4,801
-387
| -7% | -$27K | 0.21% | 143 |
|
|
2022
Q2 | $369K | Buy |
+5,188
| New | +$369K | 0.19% | 128 |
|
|
2022
Q1 | – | Sell |
-772
| Closed | -$70K | – | 935 |
|
|
2021
Q4 | $70K | Hold |
772
| – | – | 0.03% | 356 |
|
|
2021
Q3 | $65K | Buy |
+772
| New | +$65K | 0.03% | 367 |
|
|
2021
Q2 | – | Sell |
-1,013
| Closed | -$85K | – | 765 |
|
|
2021
Q1 | $85K | Buy |
+1,013
| New | +$85K | 0.05% | 265 |
|
|
2020
Q1 | – | Sell |
-56,191
| Closed | -$3.44M | – | 644 |
|
|
2019
Q4 | $3.44M | Buy |
+56,191
| New | +$3.44M | 2.58% | 6 |
|