Carolinas Wealth Consulting’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
Q2 | – | Sell |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $264K | Sell |
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|
2024
Q3 | $389K | Buy |
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|
2024
Q2 | $306K | Buy |
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|
2024
Q1 | $247K | Buy |
|
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|
2023
Q4 | $194K | Sell |
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|
2023
Q3 | $169K | Buy |
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|
2023
Q2 | $168K | Sell |
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|
2023
Q1 | $209K | Sell |
|
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|
2022
Q4 | $221K | Sell |
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|
2022
Q3 | $231K | Buy |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $214K | Buy |
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|
2021
Q3 | $123K | Sell |
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|
2021
Q2 | $144K | Buy |
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|
2021
Q1 | $137K | Buy |
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|
2020
Q4 | $67K | Buy |
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|
2020
Q3 | $52K | Buy |
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|
2020
Q2 | $47K | Buy |
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|
2020
Q1 | $38K | Buy |
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