MWM
MGB Wealth Management’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Buy |
11,602
+500
| +5% | +$23.1K | 0.18% | 119 |
|
|
2025
Q1 | $445K | Hold |
11,102
| – | – | 0.16% | 128 |
|
|
2024
Q4 | $530K | Buy |
11,102
+1
| +0% | +$48 | 0.16% | 109 |
|
|
2024
Q3 | $532K | Sell |
11,101
-1
| -0% | -$48 | 0.19% | 112 |
|
|
2024
Q2 | $545K | Hold |
11,102
| – | – | 0.2% | 109 |
|
|
2024
Q1 | $515K | Hold |
11,102
| – | – | 0.21% | 112 |
|
|
2023
Q4 | $536K | Buy |
+11,102
| New | +$536K | 0.27% | 105 |
|