Cascade Financial Partners’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
$486K Sell
2025
Q2
$577K Sell
2025
Q1
$630K Sell
2024
Q4
$855K Sell
2024
Q3
$870K Hold
2024
Q2
$833K Sell
2024
Q1
$843K Buy