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Heritage Wealth Management (Arizona)’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio PSCF Stock Details PSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$19.6K Buy
408
+204
+100% +$9.82K ﹤0.01% 662
2022
Q3 		$9K Hold
204
– – ﹤0.01% 674
2022
Q2 		$9.86K Hold
204
– – ﹤0.01% 667
2022
Q1 		$12K Buy
+204
New +$12K ﹤0.01% 685
2021
Q3 		$12K Hold
204
– – ﹤0.01% 635
2021
Q2 		$12K Buy
+204
New +$12K ﹤0.01% 641