Plante Moran Financial Advisors’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
Q1 | – | Sell |
-254
| Closed | -$13.8K | – | 998 |
|
|
2024
Q4 | $13.8K | Buy |
+254
| New | +$13.8K | ﹤0.01% | 534 |
|
|
2020
Q2 | – | Sell |
-750
| Closed | -$15K | – | 890 |
|
|
2020
Q1 | $15K | Hold |
750
| – | – | 0.01% | 444 |
|
|
2019
Q4 | $25K | Hold |
750
| – | – | 0.01% | 430 |
|
|
2019
Q3 | $23K | Hold |
750
| – | – | 0.01% | 471 |
|
|
2019
Q2 | $22K | Hold |
750
| – | – | 0.01% | 466 |
|
|
2019
Q1 | $22K | Hold |
750
| – | – | 0.01% | 456 |
|
|
2018
Q4 | $20K | Hold |
750
| – | – | 0.01% | 431 |
|
|
2018
Q3 | $24K | Hold |
750
| – | – | 0.01% | 418 |
|
|
2018
Q2 | $24K | Buy |
+750
| New | +$24K | 0.01% | 453 |
|