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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$13.5K Buy
152
+76
+100% +$6.75K ﹤0.01% 730
2022
Q3
$6K Hold
76
﹤0.01% 736
2022
Q2
$6.19K Hold
76
﹤0.01% 742
2022
Q1
$7K Buy
+76
New +$7K ﹤0.01% 762
2021
Q3
$7K Hold
76
﹤0.01% 698
2021
Q2
$7K Buy
+76
New +$7K ﹤0.01% 703