Guidance Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,556
| Closed | -$584K | – | 207 |
|
|
2024
Q4 | $584K | Sell |
10,556
-19,251
| -65% | -$1.07M | 0.18% | 112 |
|
|
2024
Q3 | $1.66M | Buy |
29,807
+3,310
| +12% | +$185K | 0.52% | 36 |
|
|
2024
Q2 | $1.56M | Buy |
26,497
+9,876
| +59% | +$583K | 0.51% | 39 |
|
|
2024
Q1 | $892K | Buy |
16,621
+8,743
| +111% | +$469K | 0.33% | 62 |
|
|
2023
Q4 | $425K | Buy |
+7,878
| New | +$425K | 0.17% | 119 |
|