Swisher Financial Concepts’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
2024 Q4	–	Sell	-8,496	Closed	-$448K	–	88
2024 Q3	$448K	Buy	8,496 +4,248	+100%	+$224K	0.28%	55
2024 Q2	$222K	Hold	4,248	–	–	0.23%	71
2024 Q1	$232K	Hold	4,248	–	–	0.2%	76
2023 Q4	$216K	Buy	+4,248	New	+$216K	0.21%	74