Cascade Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Sell |
14,409
-151
| -1% | -$6.05K | 0.07% | 154 |
|
|
2025
Q1 | $630K | Sell |
14,560
-4,750
| -25% | -$206K | 0.08% | 141 |
|
|
2024
Q4 | $855K | Sell |
19,310
-250
| -1% | -$11.1K | 0.11% | 110 |
|
|
2024
Q3 | $870K | Hold |
19,560
| – | – | 0.11% | 106 |
|
|
2024
Q2 | $833K | Sell |
19,560
-792
| -4% | -$33.7K | 0.11% | 109 |
|
|
2024
Q1 | $843K | Buy |
+20,352
| New | +$843K | 0.12% | 106 |
|