Cascade Financial Partners’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Sell |
14,359
-1,227
| -8% | -$56.7K | 0.08% | 144 |
|
|
2025
Q1 | $625K | Sell |
15,586
-3,725
| -19% | -$149K | 0.08% | 142 |
|
|
2024
Q4 | $922K | Sell |
19,311
-2,400
| -11% | -$115K | 0.12% | 105 |
|
|
2024
Q3 | $1.03M | Hold |
21,711
| – | – | 0.13% | 99 |
|
|
2024
Q2 | $1.01M | Hold |
21,711
| – | – | 0.13% | 98 |
|
|
2024
Q1 | $957K | Buy |
+21,711
| New | +$957K | 0.14% | 101 |
|