GFPC
Global Financial Private Client’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-87
| Closed | -$4.41K | – | 1638 |
|
|
2025
Q1 | $4.41K | Sell |
87
-133
| -60% | -$6.75K | ﹤0.01% | 709 |
|
|
2024
Q4 | $12K | Hold |
220
| – | – | ﹤0.01% | 519 |
|
|
2024
Q3 | $12.1K | Buy |
220
+12
| +6% | +$661 | ﹤0.01% | 516 |
|
|
2024
Q2 | $10.9K | Buy |
208
+17
| +9% | +$890 | ﹤0.01% | 439 |
|
|
2024
Q1 | $10.8K | Buy |
191
+38
| +25% | +$2.15K | ﹤0.01% | 452 |
|
|
2023
Q4 | $8.29K | Buy |
+153
| New | +$8.29K | ﹤0.01% | 478 |
|