Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-399
| Closed | -$21.7K | – | 2382 |
|
|
2024
Q4 | $21.7K | Hold |
399
| – | – | ﹤0.01% | 1390 |
|
|
2024
Q3 | $21.9K | Sell |
399
-421
| -51% | -$23.2K | ﹤0.01% | 1355 |
|
|
2024
Q2 | $43K | Hold |
820
| – | – | ﹤0.01% | 1145 |
|
|
2024
Q1 | $46.7K | Buy |
+820
| New | +$46.7K | ﹤0.01% | 1265 |
|