Money Concepts Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $210K | Sell |
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|
2023
Q3 | $440K | Sell |
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|
2023
Q2 | $803K | Sell |
|
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $953K | Buy |
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|
2022
Q3 | $787K | Buy |
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|
2022
Q2 | $820K | Sell |
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|
2022
Q1 | $16.2M | Buy |
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|
2021
Q4 | $14.3M | Buy |
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|
2021
Q1 | $20M | Buy |
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|
2020
Q4 | $13M | Buy |
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