Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Sell |
10,823
-4,807
| -31% | -$261K | ﹤0.01% | 2096 |
|
|
2025
Q1 | $785K | Buy |
15,630
+34
| +0.2% | +$1.71K | ﹤0.01% | 1739 |
|
|
2024
Q4 | $850K | Buy |
15,596
+4,470
| +40% | +$244K | ﹤0.01% | 1623 |
|
|
2024
Q3 | $612K | Sell |
11,126
-351
| -3% | -$19.3K | ﹤0.01% | 1670 |
|
|
2024
Q2 | $601K | Buy |
11,477
+54
| +0.5% | +$2.83K | ﹤0.01% | 1531 |
|
|
2024
Q1 | $650K | Buy |
11,423
+1,313
| +13% | +$74.8K | ﹤0.01% | 1445 |
|
|
2023
Q4 | $548K | Buy |
10,110
+863
| +9% | +$46.8K | ﹤0.01% | 1445 |
|
|
2023
Q3 | $445K | Buy |
+9,247
| New | +$445K | ﹤0.01% | 1499 |
|
|
2023
Q2 | – | Sell |
-6,200
| Closed | -$282K | – | 574 |
|
|
2023
Q1 | $282K | Buy |
+6,200
| New | +$282K | ﹤0.01% | 454 |
|