SSWM
Sheets Smith Wealth Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,740
| Closed | -$204K | – | 395 |
|
|
2024
Q4 | $204K | Hold |
3,740
| – | – | 0.02% | 367 |
|
|
2024
Q3 | $206K | Buy |
+3,740
| New | +$206K | 0.03% | 359 |
|
|
2024
Q2 | – | Sell |
-6,140
| Closed | -$350K | – | 408 |
|
|
2024
Q1 | $350K | Buy |
+6,140
| New | +$350K | 0.04% | 303 |
|
|
2023
Q4 | – | Sell |
-1,140
| Closed | -$54.9K | – | 514 |
|
|
2023
Q3 | $54.9K | Buy |
+1,140
| New | +$54.9K | 0.01% | 381 |
|