Heritage Wealth Management (Arizona)’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.51K | Buy |
138
+69
| +100% | +$3.25K | ﹤0.01% | 842 |
|
|
2022
Q3 | $3K | Hold |
69
| – | – | ﹤0.01% | 851 |
|
|
2022
Q2 | $3.03K | Sell |
69
-251
| -78% | -$11K | ﹤0.01% | 836 |
|
|
2022
Q1 | $17K | Buy |
+320
| New | +$17K | ﹤0.01% | 629 |
|
|
2021
Q3 | $44K | Sell |
824
-1,972
| -71% | -$105K | 0.02% | 467 |
|
|
2021
Q2 | $153K | Sell |
2,796
-925
| -25% | -$50.6K | 0.06% | 267 |
|
|
2021
Q1 | $194K | Buy |
+3,721
| New | +$194K | 0.11% | 167 |
|