SFC
SYM Financial Corp’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
Q2 | $104K | Hold |
2,000
| – | – | 0.01% | 335 |
|
|
2025
Q1 | $100K | Hold |
2,000
| – | – | 0.01% | 287 |
|
|
2024
Q4 | $109K | Hold |
2,000
| – | – | 0.01% | 255 |
|
|
2024
Q3 | $110K | Hold |
2,000
| – | – | 0.01% | 199 |
|
|
2024
Q2 | $105K | Hold |
2,000
| – | – | 0.02% | 178 |
|
|
2024
Q1 | $114K | Hold |
2,000
| – | – | 0.02% | 106 |
|
|
2023
Q4 | $108K | Hold |
2,000
| – | – | 0.02% | 117 |
|
|
2023
Q3 | $96.3K | Buy |
+2,000
| New | +$96.3K | 0.02% | 109 |
|