Silverlake Wealth Management’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
Q2 | $280K | Buy |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $401K | Buy |
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|
2024
Q3 | $404K | Buy |
|
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | $418K | Buy |
|
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|
2023
Q4 | $397K | Sell |
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|
2023
Q3 | $445K | Buy |
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|
2023
Q2 | $429K | Buy |
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|
2023
Q1 | $420K | Buy |
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|
2022
Q4 | $422K | Buy |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $409K | Hold |
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|
2022
Q1 | $497K | Hold |
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|
2021
Q4 | $497K | Buy |
|