Global Retirement Partners’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $40.9K | Sell |
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|
2025
Q2 | $42.6K | Buy |
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|
2024
Q4 | $103K | Buy |
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|
2024
Q3 | $104K | Sell |
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|
2024
Q2 | $126K | Buy |
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|
2024
Q1 | $100K | Sell |
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|
2023
Q4 | $144K | Sell |
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|
2023
Q3 | $185K | Sell |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $257K | Buy |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $74K | Buy |
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