LWA
LWS Wealth Advisors’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $10.9M | Buy |
93,933
+4,321
| +5% | +$501K | 4.09% | 8 |
|
|
2023
Q3 | $8.91M | Sell |
89,612
-1,390
| -2% | -$138K | 3.9% | 8 |
|
|
2023
Q2 | $9.47M | Sell |
91,002
-4,820
| -5% | -$502K | 3.99% | 9 |
|
|
2023
Q1 | $9.14M | Buy |
95,822
+66
| +0.1% | +$6.3K | 3.75% | 10 |
|
|
2022
Q4 | $8.5M | Sell |
95,756
-2,690
| -3% | -$239K | 3.56% | 10 |
|
|
2022
Q3 | $7.66M | Sell |
98,446
-16
| -0% | -$1.25K | 2.93% | 13 |
|
|
2022
Q2 | $8.03M | Buy |
98,462
+2,414
| +3% | +$197K | 3.78% | 10 |
|
|
2022
Q1 | $8.86M | Buy |
96,048
+1,408
| +1% | +$130K | 3.77% | 11 |
|
|
2021
Q4 | $9.32M | Buy |
94,640
+1,911
| +2% | +$188K | 3.81% | 11 |
|
|
2021
Q3 | $8.42M | Buy |
92,729
+3,271
| +4% | +$297K | 3.69% | 11 |
|
|
2021
Q2 | $8.32M | Buy |
+89,458
| New | +$8.32M | 3.7% | 11 |
|