Montag & Associates’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3K | Hold |
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|
2025
Q1 | $12K | Hold |
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|
2024
Q4 | $12.6K | Hold |
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|
2024
Q3 | $12.6K | Sell |
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|
2024
Q2 | $21.6K | Hold |
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|
2024
Q1 | $21.9K | Sell |
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|
2023
Q4 | $25K | Hold |
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|
2023
Q3 | $21.1K | Hold |
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|
2023
Q2 | $21.3K | Hold |
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|
2023
Q1 | $22K | Hold |
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|
2022
Q4 | $24.4K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $25K | Hold |
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|
2022
Q1 | $30K | Hold |
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|
2021
Q4 | $31K | Hold |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $29K | Hold |
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|
2021
Q1 | $29K | Hold |
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|
2020
Q4 | $25K | Buy |
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