Laurel Wealth Planning LLC XSVM Holdings History
Laurel Wealth Planning LLC's Invesco S&P SmallCap Value with Momentum ETF Holding Summary
As of 2025-03-31, Laurel Wealth Planning LLC held - shares of Invesco S&P SmallCap Value with Momentum ETF(XSVM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Laurel Wealth Planning LLC now holds 0% of the outstanding Invesco S&P SmallCap Value with Momentum ETF(XSVM) stock.
The initial trade took place in 2024Q2. And since then Laurel Wealth Planning LLC has made 3 purchases of XSVM, at an average price of $54.48, for a total of 31,429.00 shares. In addition, there have been 1 sales at an average price of $53.31 for 31,429.00 shares. Based on historical transaction data and XSVM's current price of $53.43, Laurel Wealth Planning LLC's estimated gain on his XSVM holdings is $-36,708.48, reflecting a -2.14% gain to date.
Laurel Wealth Planning LLC XSVM ($53.43) Holding Chart
Laurel Wealth Planning LLC XSVM ($53.43) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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