Tradition Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-405
| Closed | -$23K | – | 1216 |
|
|
2023
Q4 | $23K | Hold |
405
| – | – | ﹤0.01% | 807 |
|
|
2023
Q3 | $20K | Buy |
405
+1
| +0.2% | +$49 | ﹤0.01% | 849 |
|
|
2023
Q2 | $20K | Buy |
404
+1
| +0.2% | +$50 | ﹤0.01% | 890 |
|
|
2023
Q1 | $19K | Buy |
403
+2
| +0.5% | +$94 | ﹤0.01% | 849 |
|
|
2022
Q4 | $19K | Buy |
401
+2
| +0.5% | +$95 | ﹤0.01% | 767 |
|
|
2022
Q3 | $17K | Buy |
399
+2
| +0.5% | +$85 | ﹤0.01% | 804 |
|
|
2022
Q2 | $17K | Buy |
397
+1
| +0.3% | +$43 | ﹤0.01% | 684 |
|
|
2022
Q1 | $21K | Buy |
+396
| New | +$21K | ﹤0.01% | 707 |
|