Lodestone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
21,848
-763
| -3% | -$51.9K | 0.72% | 48 |
|
|
2025
Q1 | $1.42M | Buy |
22,611
+1,084
| +5% | +$68K | 0.75% | 48 |
|
|
2024
Q4 | $1.42M | Buy |
21,527
+261
| +1% | +$17.3K | 0.71% | 51 |
|
|
2024
Q3 | $1.41M | Sell |
21,266
-1,606
| -7% | -$106K | 0.7% | 53 |
|
|
2024
Q2 | $1.37M | Sell |
22,872
-59
| -0.3% | -$3.54K | 0.72% | 52 |
|
|
2024
Q1 | $1.38M | Buy |
22,931
+32
| +0.1% | +$1.93K | 0.73% | 52 |
|
|
2023
Q4 | $1.3M | Buy |
22,899
+182
| +0.8% | +$10.3K | 0.75% | 48 |
|
|
2023
Q3 | $1.1M | Sell |
22,717
-1,276
| -5% | -$61.9K | 0.77% | 47 |
|
|
2023
Q2 | $1.16M | Buy |
23,993
+2,705
| +13% | +$131K | 0.8% | 42 |
|
|
2023
Q1 | $986K | Buy |
21,288
+523
| +3% | +$24.2K | 0.76% | 45 |
|
|
2022
Q4 | $979K | Buy |
+20,765
| New | +$979K | 0.79% | 45 |
|