WWM
Wagner Wealth Management’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 | $15K | Sell |
288
-14
| -5% | -$728 | ﹤0.01% | 192 |
|
|
2025
Q1 | $15.2K | Buy |
302
+6
| +2% | +$301 | ﹤0.01% | 182 |
|
|
2024
Q4 | $16.1K | Buy |
296
+2
| +0.7% | +$109 | ﹤0.01% | 178 |
|
|
2024
Q3 | $16.2K | Buy |
294
+31
| +12% | +$1.71K | ﹤0.01% | 174 |
|
|
2024
Q2 | $13.8K | Buy |
263
+3
| +1% | +$157 | ﹤0.01% | 205 |
|
|
2024
Q1 | $14.8K | Buy |
+260
| New | +$14.8K | ﹤0.01% | 201 |
|