True Wealth Design’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.6K | Hold |
1,665
| – | – | 0.03% | 117 |
|
|
2025
Q1 | $87.8K | Hold |
1,665
| – | – | 0.03% | 106 |
|
|
2024
Q4 | $92.3K | Hold |
1,665
| – | – | 0.04% | 77 |
|
|
2024
Q3 | $92.3K | Hold |
1,665
| – | – | 0.04% | 67 |
|
|
2024
Q2 | $86K | Hold |
1,665
| – | – | 0.02% | 143 |
|
|
2024
Q1 | $90.4K | Hold |
1,665
| – | – | 0.02% | 141 |
|
|
2023
Q4 | $83.8K | Hold |
1,665
| – | – | 0.02% | 138 |
|
|
2023
Q3 | $76.3K | Hold |
1,665
| – | – | 0.03% | 138 |
|
|
2023
Q2 | $76.8K | Hold |
1,665
| – | – | 0.03% | 139 |
|
|
2023
Q1 | $72.7K | Hold |
1,665
| – | – | 0.03% | 146 |
|
|
2022
Q4 | $73.3K | Buy |
+1,665
| New | +$73.3K | 0.03% | 137 |
|