IWM
PBSM

IHT Wealth Management’s Invesco PureBeta MSCI USA Small Cap ETF PBSM Stock Holding History

IHT Wealth Management’s Portfolio PBSM Stock Details PBSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-14,740
Closed -$579K – 868
2021
Q4 		$579K Sell
14,740
-3,635
-20% -$143K 0.04% 395
2021
Q3 		$706K Buy
18,375
+1,026
+6% +$39.4K 0.06% 323
2021
Q2 		$686K Buy
+17,349
New +$686K 0.04% 420