YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-319
| Closed | -$19K | – | 665 |
|
|
2019
Q2 | $19K | Hold |
319
| – | – | 0.01% | 485 |
|
|
2019
Q1 | $18K | Hold |
319
| – | – | 0.01% | 481 |
|
|
2018
Q4 | $14K | Hold |
319
| – | – | 0.01% | 535 |
|
|
2018
Q3 | $17K | Hold |
319
| – | – | 0.01% | 555 |
|
|
2018
Q2 | $16K | Buy |
+319
| New | +$16K | 0.01% | 578 |
|