MGB 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 | $993K | Hold |
24,775
| – | – | 0.33% | 73 |
|
|
2025
Q1 | $1.07M | Sell |
24,775
-2,250
| -8% | -$97.4K | 0.39% | 66 |
|
|
2024
Q4 | $1.2M | Buy |
27,025
+1
| +0% | +$44 | 0.37% | 56 |
|
|
2024
Q3 | $1.25M | Sell |
27,024
-1
| -0% | -$46 | 0.45% | 53 |
|
|
2024
Q2 | $1.2M | Buy |
27,025
+3
| +0% | +$133 | 0.45% | 56 |
|
|
2024
Q1 | $1.18M | Buy |
27,022
+1
| +0% | +$44 | 0.48% | 53 |
|
|
2023
Q4 | $1.16M | Buy |
+27,021
| New | +$1.16M | 0.58% | 51 |
|