Aspire Wealth Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.9M | Buy |
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|
2024
Q2 | $6.55M | Buy |
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|
2024
Q1 | $6.93M | Buy |
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|
2023
Q4 | $6.4M | Buy |
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|
2023
Q3 | $5.59M | Buy |
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|
2023
Q2 | $5.23M | Buy |
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|
2023
Q1 | $3.85M | Sell |
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|
2022
Q4 | $3.95M | Buy |
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|
2022
Q3 | $3.37M | Buy |
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|
2022
Q2 | $3.55M | Buy |
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|
2022
Q1 | $3.69M | Buy |
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|
2021
Q4 | $1.03M | Buy |
|