Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,774
| Closed | -$268K | – | 243 |
|
|
2023
Q2 | $268K | Buy |
5,774
+23
| +0.4% | +$1.07K | 0.13% | 168 |
|
|
2023
Q1 | $262K | Buy |
+5,751
| New | +$262K | 0.14% | 141 |
|
|
2022
Q4 | – | Sell |
-5,932
| Closed | -$244K | – | 276 |
|
|
2022
Q3 | $244K | Sell |
5,932
-4,964
| -46% | -$204K | 0.15% | 177 |
|
|
2022
Q2 | $484K | Buy |
+10,896
| New | +$484K | 0.25% | 94 |
|