Tolleson 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 | $1.56M | Hold |
|
|||||
|
2025
Q1 | $1.51M | Hold |
|
|||||
|
2024
Q4 | $1.63M | Hold |
|
|||||
|
2024
Q3 | $1.65M | Hold |
|
|||||
|
2024
Q2 | $1.57M | Hold |
|
|||||
|
2024
Q1 | $1.71M | Hold |
|
|||||
|
2023
Q4 | $1.63M | Hold |
|
|||||
|
2023
Q3 | $1.45M | Hold |
|
|||||
|
2023
Q2 | $1.39M | Hold |
|
|||||
|
2023
Q1 | $1.37M | Hold |
|
|||||
|
2022
Q4 | $1.37M | Hold |
|
|||||
|
2022
Q3 | $1.24M | Hold |
|
|||||
|
2022
Q2 | $1.33M | Hold |
|
|||||
|
2022
Q1 | $1.62M | Hold |
|
|||||
|
2021
Q4 | $1.62M | Hold |
|
|||||
|
2021
Q3 | $1.51M | Sell |
|
|||||
|
2021
Q2 | $1.69M | Hold |
|
|||||
|
2021
Q1 | $1.62M | Hold |
|
|||||
|
2020
Q4 | $1.16M | Hold |
|
|||||
|
2020
Q3 | $896K | Hold |
|
|||||
|
2020
Q2 | $817K | Hold |
|
|||||
|
2020
Q1 | $659K | Hold |
|
|||||
|
2019
Q4 | $1.13M | Hold |
|
|||||
|
2019
Q3 | $1.02M | Hold |
|
|||||
|
2019
Q2 | $978K | Hold |
|
|||||
|
2019
Q1 | $986K | Hold |
|
|||||
|
2018
Q4 | $880K | Buy |
|