Beacon Capital Management Inc (Ohio)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $31K | Sell |
|
|||||
|
2025
Q2 | $55.7K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $60.5K | Sell |
|
|||||
|
2023
Q3 | $54.1K | Sell |
|
|||||
|
2023
Q2 | $52.3K | Sell |
|
|||||
|
2023
Q1 | $51.3K | Sell |
|
|||||
|
2022
Q4 | $54.2K | Sell |
|
|||||
|
2022
Q3 | $52K | Sell |
|
|||||
|
2022
Q2 | $56K | Sell |
|
|||||
|
2022
Q1 | $78K | Sell |
|
|||||
|
2021
Q4 | $78K | Sell |
|
|||||
|
2021
Q3 | $75K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $73K | Sell |
|
|||||
|
2020
Q4 | $56K | Sell |
|
|||||
|
2020
Q3 | $44K | Sell |
|
|||||
|
2020
Q2 | $40K | Sell |
|
|||||
|
2020
Q1 | $41K | Buy |
|
|||||
|
2019
Q4 | $70K | Sell |
|
|||||
|
2019
Q3 | $63K | Hold |
|
|||||
|
2019
Q2 | $61K | Sell |
|
|||||
|
2019
Q1 | $77K | Sell |
|
|||||
|
2018
Q4 | $72K | Sell |
|
|||||
|
2018
Q3 | $101K | Sell |
|
|||||
|
2018
Q2 | $105K | Buy |
|