AWM
Avitas Wealth Management’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,453
| Closed | -$206K | – | 181 |
|
|
2019
Q2 | $206K | Buy |
3,453
+82
| +2% | +$4.89K | 0.06% | 165 |
|
|
2019
Q1 | $204K | Buy |
+3,371
| New | +$204K | 0.06% | 159 |
|
|
2018
Q4 | – | Sell |
-3,189
| Closed | -$219K | – | 176 |
|
|
2018
Q3 | $219K | Buy |
3,189
+16
| +0.5% | +$1.1K | 0.06% | 153 |
|
|
2018
Q2 | $209K | Buy |
+3,173
| New | +$209K | 0.07% | 154 |
|