Valued Retirements’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.25M | Sell |
9,738
-252
| -3% | -$32.4K | 1.41% | 21 |
|
2025
Q1 | $1.14M | Sell |
9,990
-57
| -0.6% | -$6.48K | 1.49% | 19 |
|
2024
Q4 | $1.24M | Hold |
10,047
| – | – | 1.67% | 15 |
|
2024
Q3 | $1.21M | Hold |
10,047
| – | – | 1.67% | 13 |
|
2024
Q2 | $1.15M | Hold |
10,047
| – | – | 1.74% | 13 |
|
2024
Q1 | $1.15M | Hold |
10,047
| – | – | 1.85% | 14 |
|
2023
Q4 | $902K | Buy |
+10,047
| New | +$902K | 1.56% | 18 |
|