Steward Partners Investment Advisory’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 | $28.5K | Buy |
|
|||||
|
2025
Q2 | $24.1K | Sell |
|
|||||
|
2025
Q1 | $24.8K | Hold |
|
|||||
|
2024
Q4 | $27K | Hold |
|
|||||
|
2024
Q3 | $27.2K | Buy |
|
|||||
|
2024
Q2 | $23.6K | Buy |
|
|||||
|
2024
Q1 | $24.9K | Sell |
|
|||||
|
2023
Q4 | $55.3K | Sell |
|
|||||
|
2023
Q3 | $74K | Hold |
|
|||||
|
2023
Q2 | $71.3K | Hold |
|
|||||
|
2023
Q1 | $69.9K | Hold |
|
|||||
|
2022
Q4 | $70.3K | Hold |
|
|||||
|
2022
Q3 | $63K | Buy |
|
|||||
|
2022
Q2 | $58K | Sell |
|
|||||
|
2022
Q1 | $114K | Buy |
|
|||||
|
2021
Q4 | $88K | Hold |
|
|||||
|
2021
Q3 | $82K | Hold |
|
|||||
|
2021
Q2 | $83K | Hold |
|
|||||
|
2021
Q1 | $79.6K | Hold |
|
|||||
|
2020
Q4 | $57K | Hold |
|
|||||
|
2020
Q3 | $44K | Hold |
|
|||||
|
2020
Q2 | $40K | Hold |
|
|||||
|
2020
Q1 | $32K | Hold |
|
|||||
|
2019
Q4 | $55K | Sell |
|
|||||
|
2019
Q3 | $60K | Hold |
|
|||||
|
2019
Q2 | $58K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $64K | Sell |
|
|||||
|
2018
Q2 | $70K | Buy |
|