Sigma Planning Corp Invesco S&P Smallcap Value Wit Transaction History

Sigma Planning Corp

  • $3.02 Billion
  • Q1 2025

A detailed history of Sigma Planning Corp transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Sigma Planning Corp holds 7,240 shares of XSVM stock, worth $350,850. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,240
Previous 7,601 4.75%
Holding current value
$350,850
Previous $414,000 12.32%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$49.34 - $55.91 $17,811 - $20,183
-361 Reduced 4.75%
7,240 $363,000
Q4 2024

Feb 03, 2025
BUY
$53.38 - $60.64 $36,832 - $41,841
690 Added 9.98%
7,601 $414,000
Q3 2024

Nov 01, 2024
BUY
$51.3 - $59.04 $22,418 - $25,800
437 Added 6.75%
6,911 $380,000
Q2 2024

Aug 05, 2024
SELL
$51.57 - $56.54 $122,736 - $134,565
-2,380 Reduced 26.88%
6,474 $339,000
Q1 2024

May 01, 2024
BUY
$50.53 - $56.94 $447,392 - $504,146
8,854 New
8,854 $504,000
Q3 2023

Nov 06, 2023
SELL
$45.54 - $50.67 $267,957 - $298,142
-5,884 Reduced 46.99%
6,638 $319,000
Q2 2023

Aug 01, 2023
BUY
$42.07 - $47.06 $60,370 - $67,531
1,435 Added 12.94%
12,522 $581,000
Q1 2023

May 05, 2023
SELL
$43.13 - $52.31 $703,364 - $853,071
-16,308 Reduced 59.53%
11,087 $504,000
Q4 2022

Jan 24, 2023
SELL
$42.21 - $50.23 $87,712 - $104,377
-2,078 Reduced 7.05%
27,395 $0
Q3 2022

Nov 10, 2022
BUY
$41.2 - $51.05 $642,184 - $795,716
15,587 Added 112.25%
29,473 $1.21 Million
Q2 2022

Aug 11, 2022
BUY
$44.09 - $54.47 $113,972 - $140,804
2,585 Added 22.87%
13,886 $617,000
Q1 2022

Apr 20, 2022
BUY
$50.74 - $55.63 $338,232 - $370,829
6,666 Added 143.82%
11,301 $609,000
Q4 2021

Feb 02, 2022
BUY
$50.26 - $56.67 $232,955 - $262,665
4,635 New
4,635 $250,000

Others Institutions Holding XSVM

# of Institutions
147
Shares Held
9.39M
Call Options Held
100
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

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