Heritage Wealth Management (Arizona)’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$17.8K	Buy	226 +113	+100%	+$8.9K	﹤0.01%	683
2022 Q3	$8K	Hold	113	–	–	﹤0.01%	690
2022 Q2	$8.45K	Hold	113	–	–	﹤0.01%	688
2022 Q1	$10K	Buy	+113	New	+$10K	﹤0.01%	712
2021 Q3	$12K	Hold	113	–	–	﹤0.01%	634
2021 Q2	$13K	Buy	+113	New	+$13K	﹤0.01%	629