IHT Wealth Management’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
Q2 | $1.21M | Sell |
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|
2025
Q1 | $2.44M | Sell |
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|
2024
Q4 | $2.79M | Buy |
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|
2024
Q3 | $2.78M | Buy |
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|
2024
Q2 | $2.4M | Sell |
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|
2024
Q1 | $2.61M | Sell |
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|
2023
Q4 | $2.49M | Sell |
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|
2023
Q3 | $2.25M | Sell |
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|
2023
Q2 | $2.49M | Buy |
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|
2023
Q1 | $2.31M | Sell |
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|
2022
Q4 | $2.36M | Buy |
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|
2022
Q3 | $2.12M | Sell |
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|
2022
Q2 | $2.31M | Buy |
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|
2022
Q1 | $2.74M | Buy |
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|
2021
Q4 | $738K | Buy |
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|
2021
Q3 | $278K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.67M | Buy |
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|
2020
Q3 | $720K | Buy |
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