WealthCare Investment Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.71M | Buy |
59,654
+7,090
| +13% | +$798K | 2.41% | 7 |
|
2025
Q1 | $4.52M | Buy |
52,564
+14,753
| +39% | +$1.27M | 1.92% | 13 |
|
2024
Q4 | $3.61M | Buy |
37,811
+3,416
| +10% | +$326K | 1.58% | 17 |
|
2024
Q3 | $3.13M | Buy |
34,395
+3,928
| +13% | +$358K | 1.37% | 19 |
|
2024
Q2 | $2.66M | Buy |
30,467
+4,065
| +15% | +$356K | 1.24% | 24 |
|
2024
Q1 | $2.12M | Buy |
26,402
+2,947
| +13% | +$236K | 1.02% | 29 |
|
2023
Q4 | $1.54M | Sell |
23,455
-4,579
| -16% | -$301K | 0.84% | 32 |
|
2023
Q3 | $1.61M | Sell |
28,034
-2,397
| -8% | -$137K | 0.98% | 32 |
|
2023
Q2 | $1.7M | Buy |
30,431
+880
| +3% | +$49K | 1.02% | 31 |
|
2023
Q1 | $1.61M | Buy |
29,551
+25,403
| +612% | +$1.39M | 0.97% | 29 |
|
2022
Q4 | $236K | Buy |
+4,148
| New | +$236K | 0.16% | 102 |
|