BWM
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Baystate Wealth Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Baystate Wealth Management’s Portfolio XSVM Stock Details XSVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$61.8K Buy
1,141
+4
+0.4% +$217 ﹤0.01% 346
2023
Q3 		$54.8K Buy
1,137
+5
+0.4% +$241 ﹤0.01% 331
2023
Q2 		$52.6K Buy
1,132
+5
+0.4% +$232 ﹤0.01% 324
2023
Q1 		$51.4K Buy
+1,127
New +$51.4K ﹤0.01% 336