Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $27K | Hold |
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|
2025
Q2 | $26K | Sell |
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|
2025
Q1 | $32K | Sell |
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|
2024
Q4 | $54K | Hold |
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|
2024
Q3 | $57K | Buy |
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|
2024
Q2 | $48K | Sell |
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|
2024
Q1 | $112K | Sell |
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|
2023
Q4 | $122K | Sell |
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|
2023
Q3 | $109K | Sell |
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|
2023
Q2 | $131K | Buy |
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|
2023
Q1 | $127K | Sell |
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|
2022
Q4 | $188K | Sell |
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|
2022
Q3 | $205K | Sell |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $287K | Buy |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $4K | Hold |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $4K | Hold |
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|
2019
Q4 | $4K | Hold |
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|
2019
Q3 | $4K | Hold |
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|
2019
Q2 | $4K | Hold |
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|
2019
Q1 | $4K | Sell |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $4K | Buy |
|