Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,152
| Closed | -$228K | – | 797 |
|
|
2024
Q3 | $228K | Buy |
+4,152
| New | +$228K | 0.01% | 679 |
|
|
2023
Q2 | – | Sell |
-5,092
| Closed | -$232K | – | 775 |
|
|
2023
Q1 | $232K | Sell |
5,092
-10,591
| -68% | -$482K | 0.02% | 626 |
|
|
2022
Q4 | $717K | Sell |
15,683
-14,763
| -48% | -$675K | 0.05% | 358 |
|
|
2022
Q3 | $1.25M | Buy |
30,446
+8,035
| +36% | +$331K | 0.1% | 208 |
|
|
2022
Q2 | $995K | Buy |
+22,411
| New | +$995K | 0.08% | 272 |
|