9258 Wealth Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $588K | Sell |
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|
2022
Q2 | $658K | Sell |
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|
2022
Q1 | $787K | Sell |
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|
2021
Q4 | $895K | Hold |
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|
2021
Q3 | $909K | Sell |
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|
2021
Q2 | $994K | Sell |
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|
2021
Q1 | $950K | Sell |
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|
2020
Q4 | $895K | Sell |
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|
2020
Q3 | $751K | Sell |
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|
2020
Q2 | $683K | Sell |
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|
2020
Q1 | $698K | Sell |
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|
2019
Q4 | $792K | Hold |
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|
2019
Q3 | $695K | Sell |
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|
2019
Q2 | $736K | Sell |
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|
2019
Q1 | $768K | Sell |
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|
2018
Q4 | $730K | Buy |
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