Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-350
| Closed | -$12K | – | 1182 |
|
|
2019
Q4 | $12K | Hold |
350
| – | – | ﹤0.01% | 799 |
|
|
2019
Q3 | $12K | Hold |
350
| – | – | ﹤0.01% | 783 |
|
|
2019
Q2 | $12K | Hold |
350
| – | – | ﹤0.01% | 797 |
|
|
2019
Q1 | $12K | Buy |
350
+114
| +48% | +$3.91K | ﹤0.01% | 792 |
|
|
2018
Q4 | $8K | Hold |
236
| – | – | ﹤0.01% | 841 |
|
|
2018
Q3 | $8K | Hold |
236
| – | – | ﹤0.01% | 859 |
|
|
2018
Q2 | $8K | Buy |
+236
| New | +$8K | ﹤0.01% | 865 |
|