Lowery Thomas LLC’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
Q2 | $1.26M | Buy |
24,312
+136
| +0.6% | +$7.07K | 0.81% | 27 |
|
|
2025
Q1 | $1.21M | Sell |
24,176
-238
| -1% | -$11.9K | 0.83% | 27 |
|
|
2024
Q4 | $1.33M | Buy |
24,414
+1,112
| +5% | +$60.6K | 0.87% | 26 |
|
|
2024
Q3 | $1.28M | Buy |
23,302
+2,259
| +11% | +$124K | 0.87% | 28 |
|
|
2024
Q2 | $1.1M | Buy |
21,043
+1,317
| +7% | +$69K | 0.8% | 26 |
|
|
2024
Q1 | $1.12M | Buy |
19,726
+1,625
| +9% | +$92.5K | 0.86% | 25 |
|
|
2023
Q4 | $981K | Sell |
18,101
-666
| -4% | -$36.1K | 0.84% | 26 |
|
|
2023
Q3 | $904K | Buy |
18,767
+1,647
| +10% | +$79.3K | 0.86% | 27 |
|
|
2023
Q2 | $795K | Buy |
17,120
+367
| +2% | +$17K | 0.78% | 28 |
|
|
2023
Q1 | $763K | Buy |
+16,753
| New | +$763K | 0.84% | 27 |
|