Novak & Powell Financial Services’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,617
| Closed | -$217K | – | 158 |
|
|
2024
Q4 | $217K | Sell |
1,617
-50
| -3% | -$6.72K | 0.13% | 138 |
|
|
2024
Q3 | $221K | Sell |
1,667
-370
| -18% | -$49K | 0.13% | 146 |
|
|
2024
Q2 | $245K | Hold |
2,037
| – | – | 0.15% | 118 |
|
|
2024
Q1 | $258K | Hold |
2,037
| – | – | 0.19% | 109 |
|
|
2023
Q4 | $236K | Buy |
+2,037
| New | +$236K | 0.16% | 117 |
|