Southland Equity Partners’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 | $548K | Sell |
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|
2025
Q2 | $537K | Sell |
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|
2025
Q1 | $521K | Sell |
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|
2024
Q4 | $575K | Buy |
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|
2024
Q3 | $556K | Buy |
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|
2024
Q2 | $502K | Sell |
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|
2024
Q1 | $546K | Buy |
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|
2023
Q4 | $509K | Buy |
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|
2023
Q3 | $417K | Buy |
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|
2023
Q2 | $388K | Buy |
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|
2023
Q1 | $375K | Buy |
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|
2022
Q4 | $348K | Buy |
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