TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $5K | Hold |
202
| – | – | ﹤0.01% | 569 |
|
|
2020
Q1 | $4K | Hold |
202
| – | – | ﹤0.01% | 589 |
|
|
2019
Q4 | $7K | Hold |
202
| – | – | ﹤0.01% | 527 |
|
|
2019
Q3 | $6K | Hold |
202
| – | – | ﹤0.01% | 549 |
|
|
2019
Q2 | $6K | Hold |
202
| – | – | ﹤0.01% | 550 |
|
|
2019
Q1 | $6K | Sell |
202
-544
| -73% | -$16.2K | ﹤0.01% | 554 |
|
|
2018
Q4 | $20K | Hold |
746
| – | – | 0.01% | 361 |
|
|
2018
Q3 | $24K | Hold |
746
| – | – | 0.01% | 366 |
|
|
2018
Q2 | $24K | Buy |
+746
| New | +$24K | 0.01% | 365 |
|