Accel Wealth Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,230
| Closed | -$56K | – | 903 |
|
|
2023
Q1 | $56K | Hold |
1,230
| – | – | 0.02% | 451 |
|
|
2022
Q4 | $56.3K | Hold |
1,230
| – | – | 0.03% | 333 |
|
|
2022
Q3 | $54K | Hold |
1,230
| – | – | 0.03% | 348 |
|
|
2022
Q2 | $55K | Hold |
1,230
| – | – | 0.03% | 332 |
|
|
2022
Q1 | $66K | Buy |
1,230
+850
| +224% | +$45.6K | 0.03% | 317 |
|
|
2021
Q4 | $20K | Buy |
+380
| New | +$20K | 0.01% | 576 |
|