BCWM
Bartlett & Co Wealth Management’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-195
| Closed | -$9.11K | – | 1150 |
|
|
2024
Q2 | $9.11K | Hold |
195
| – | – | ﹤0.01% | 927 |
|
|
2024
Q1 | $9.05K | Hold |
195
| – | – | ﹤0.01% | 921 |
|
|
2023
Q4 | $9.54K | Hold |
195
| – | – | ﹤0.01% | 1010 |
|
|
2023
Q3 | $8.54K | Buy |
195
+130
| +200% | +$5.69K | ﹤0.01% | 945 |
|
|
2023
Q2 | $9.58K | Hold |
65
| – | – | ﹤0.01% | 932 |
|
|
2023
Q1 | $8.55K | Hold |
65
| – | – | ﹤0.01% | 840 |
|
|
2022
Q4 | $7.79K | Hold |
65
| – | – | ﹤0.01% | 860 |
|
|
2022
Q3 | $7.22K | Hold |
65
| – | – | ﹤0.01% | 872 |
|
|
2022
Q2 | $7.54K | Hold |
65
| – | – | ﹤0.01% | 934 |
|
|
2022
Q1 | $9.06K | Buy |
+65
| New | +$9.06K | ﹤0.01% | 847 |
|
|
2021
Q4 | – | Sell |
-65
| Closed | -$9.08K | – | 760 |
|
|
2021
Q3 | $9.08K | Hold |
65
| – | – | ﹤0.01% | 712 |
|
|
2021
Q2 | $9.33K | Hold |
65
| – | – | ﹤0.01% | 699 |
|
|
2021
Q1 | $8.93K | Hold |
65
| – | – | ﹤0.01% | 743 |
|
|
2020
Q4 | $7.96K | Hold |
65
| – | – | ﹤0.01% | 755 |
|
|
2020
Q3 | $5.62K | Hold |
65
| – | – | ﹤0.01% | 728 |
|
|
2020
Q2 | $5.66K | Buy |
+65
| New | +$5.66K | ﹤0.01% | 729 |
|