Aveo Capital Partners’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,860
Closed -$322K 365
2024
Q3
$322K Sell
5,860
-2,680
-31% -$147K 0.03% 266
2024
Q2
$447K Sell
8,540
-12,335
-59% -$646K 0.05% 205
2024
Q1
$1.14M Buy
+20,875
New +$1.14M 0.12% 130