TWM
Trinity Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Buy |
5,658
+2,827
| +100% | +$318K | 0.25% | 43 |
|
|
2025
Q1 | $262K | Sell |
2,831
-762
| -21% | -$70.5K | 0.12% | 48 |
|
|
2024
Q4 | $341K | Buy |
3,593
+280
| +8% | +$26.6K | 0.15% | 44 |
|
|
2024
Q3 | $300K | Hold |
3,313
| – | – | 0.14% | 43 |
|
|
2024
Q2 | $290K | Sell |
3,313
-51
| -2% | -$4.46K | 0.14% | 38 |
|
|
2024
Q1 | $270K | Sell |
3,364
-411
| -11% | -$33K | 0.14% | 37 |
|
|
2023
Q4 | $247K | Buy |
3,775
+114
| +3% | +$7.47K | 0.15% | 40 |
|
|
2023
Q3 | $210K | Hold |
3,661
| – | – | 0.13% | 42 |
|
|
2023
Q2 | $205K | Buy |
+3,661
| New | +$205K | 0.13% | 43 |
|