Marshall Financial Group (Maryland)’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
Q3 | $999K | Sell |
|
|||||
|
2025
Q2 | $959K | Sell |
|
|||||
|
2025
Q1 | $1.22M | Sell |
|
|||||
|
2024
Q4 | $2.44M | Sell |
|
|||||
|
2024
Q3 | $2.52M | Sell |
|
|||||
|
2024
Q2 | $2.47M | Sell |
|
|||||
|
2024
Q1 | $2.78M | Sell |
|
|||||
|
2023
Q4 | $3.3M | Sell |
|
|||||
|
2023
Q3 | $3.23M | Sell |
|
|||||
|
2023
Q2 | $3.27M | Sell |
|
|||||
|
2023
Q1 | $3.37M | Sell |
|
|||||
|
2022
Q4 | $3.43M | Buy |
|
|||||
|
2022
Q3 | $2.95M | Buy |
|
|||||
|
2022
Q2 | $3.12M | Buy |
|
|||||
|
2022
Q1 | $2.74M | Buy |
|
|||||
|
2021
Q4 | $2.26M | Buy |
|