Glassman Wealth Services’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 |
-44
| Closed | -$2.38K | – | 1874 |
|
|
2023
Q4 | $2.38K | Buy |
+44
| New | +$2.38K | ﹤0.01% | 1298 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$10K | – | 1964 |
|
|
2021
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 782 |
|
|
2021
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 762 |
|
|
2021
Q1 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 721 |
|