IHT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Buy |
24,569
+10,315
| +72% | +$413K | 0.03% | 505 |
|
|
2025
Q1 | $617K | Sell |
14,254
-1,917
| -12% | -$83K | 0.02% | 605 |
|
|
2024
Q4 | $716K | Sell |
16,171
-905
| -5% | -$40.1K | 0.02% | 558 |
|
|
2024
Q3 | $788K | Buy |
17,076
+3,277
| +24% | +$151K | 0.02% | 571 |
|
|
2024
Q2 | $588K | Buy |
13,799
+1,411
| +11% | +$60.1K | 0.02% | 585 |
|
|
2024
Q1 | $542K | Buy |
+12,388
| New | +$542K | 0.02% | 603 |
|
|
2023
Q2 | – | Sell |
-6,591
| Closed | -$288K | – | 1009 |
|
|
2023
Q1 | $288K | Hold |
6,591
| – | – | 0.02% | 717 |
|
|
2022
Q4 | $290K | Sell |
6,591
-150
| -2% | -$6.6K | 0.02% | 669 |
|
|
2022
Q3 | $296K | Hold |
6,741
| – | – | 0.02% | 628 |
|
|
2022
Q2 | $307K | Buy |
6,741
+105
| +2% | +$4.78K | 0.03% | 523 |
|
|
2022
Q1 | $356K | Sell |
6,636
-1,365
| -17% | -$73.2K | 0.03% | 516 |
|
|
2021
Q4 | $479K | Buy |
8,001
+3,390
| +74% | +$203K | 0.04% | 452 |
|
|
2021
Q3 | $281K | Buy |
+4,611
| New | +$281K | 0.02% | 612 |
|
|
2021
Q2 | – | Sell |
-3,420
| Closed | -$210K | – | 972 |
|
|
2021
Q1 | $210K | Buy |
+3,420
| New | +$210K | 0.02% | 758 |
|