Beacon Capital Management Inc (Ohio)’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19K | Sell |
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|
2025
Q2 | $27.3K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $3.83M | Sell |
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|
2024
Q3 | $3.88M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $23.2K | Sell |
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|
2023
Q3 | $20K | Sell |
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|
2023
Q2 | $20.3K | Hold |
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|
2023
Q1 | $19.4K | Sell |
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|
2022
Q4 | $19.9K | Sell |
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|
2022
Q3 | $20K | Sell |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $24K | Sell |
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|
2021
Q4 | $26K | Sell |
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|
2021
Q3 | $25K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $25K | Sell |
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|
2020
Q4 | $35K | Hold |
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|
2020
Q3 | $29K | Sell |
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|
2020
Q2 | $27K | Sell |
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|
2020
Q1 | $28K | Hold |
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|
2019
Q4 | $38K | Sell |
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|
2019
Q3 | $37K | Hold |
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|
2019
Q2 | $37K | Sell |
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|
2019
Q1 | $46K | Sell |
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|
2018
Q4 | $41K | Sell |
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|
2018
Q3 | $61K | Sell |
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|
2018
Q2 | $58K | Buy |
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