Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-306
| Closed | -$14K | – | 1015 |
|
|
2024
Q3 | $14K | Hold |
306
| – | – | ﹤0.01% | 770 |
|
|
2024
Q2 | $13K | Buy |
306
+192
| +168% | +$8.16K | ﹤0.01% | 768 |
|
|
2024
Q1 | $4.99K | Hold |
114
| – | – | ﹤0.01% | 928 |
|
|
2023
Q4 | $4K | Hold |
114
| – | – | ﹤0.01% | 920 |
|
|
2023
Q3 | $4.28K | Buy |
+114
| New | +$4.28K | ﹤0.01% | 968 |
|
|
2023
Q1 | $14K | Buy |
+312
| New | +$14K | 0.01% | 722 |
|
|
2022
Q4 | – | Sell |
-312
| Closed | -$13K | – | 897 |
|
|
2022
Q3 | $13K | Buy |
+312
| New | +$13K | 0.01% | 675 |
|