Atria Wealth Solutions’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,100
| Closed | -$493K | – | 1941 |
|
|
2023
Q2 | $493K | Buy |
11,100
+105
| +1% | +$4.67K | 0.01% | 1160 |
|
|
2023
Q1 | $480K | Buy |
10,995
+5,328
| +94% | +$233K | 0.01% | 1157 |
|
|
2022
Q4 | $249K | Buy |
5,667
+12
| +0.2% | +$528 | ﹤0.01% | 1461 |
|
|
2022
Q3 | $248K | Buy |
5,655
+993
| +21% | +$43.6K | ﹤0.01% | 1416 |
|
|
2022
Q2 | $213K | Sell |
4,662
-276
| -6% | -$12.6K | ﹤0.01% | 1393 |
|
|
2022
Q1 | $265K | Buy |
+4,938
| New | +$265K | ﹤0.01% | 1385 |
|