Carson Wealth (CWM LLC)’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 | $13.4M | Sell |
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|
2025
Q2 | $13.1M | Sell |
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|
2025
Q1 | $28.7M | Sell |
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|
2024
Q4 | $39.9M | Buy |
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|
2024
Q3 | $37M | Buy |
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|
2024
Q2 | $24.4M | Buy |
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|
2024
Q1 | $24.9M | Buy |
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|
2023
Q4 | $17.4M | Buy |
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|
2023
Q3 | $14M | Sell |
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|
2023
Q2 | $14.6M | Buy |
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|
2023
Q1 | $14.2M | Sell |
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|
2022
Q4 | $14.6M | Buy |
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|
2022
Q3 | $9.97M | Buy |
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|
2022
Q2 | $10.2M | Buy |
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|
2022
Q1 | $11.6M | Buy |
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|
2021
Q4 | $6.25M | Buy |
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|
2021
Q2 | $3.57M | Hold |
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|
2021
Q1 | $3.57M | Hold |
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|
2020
Q4 | $3.57M | Hold |
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|
2020
Q3 | $3.57M | Hold |
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|
2020
Q2 | $3.57M | Hold |
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|
2020
Q1 | $3.57M | Hold |
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|
2019
Q4 | $3.57M | Hold |
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|
2019
Q3 | $3.57M | Hold |
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|
2019
Q2 | $3.57M | Hold |
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|
2019
Q1 | $3.57M | Buy |
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