Cassady Schiller Wealth Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-237
Closed -$11K 486
2023
Q2
$11K Buy
+237
New +$11K 0.01% 328