Crown Wealth Group’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
2024
Q1
Sell
-4,388
Closed -$238K 121
2023
Q4
$238K Buy
+4,388
New +$238K 0.14% 77