Bridge Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $744K | Sell |
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|
2024
Q2 | $717K | Sell |
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|
2024
Q1 | $884K | Sell |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.33M | Buy |
|
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $914K | Sell |
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|
2022
Q3 | $981K | Sell |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.16M | Buy |
|