SOA Wealth Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.62K | Sell |
240
-186
| -44% | -$7.45K | ﹤0.01% | 605 |
|
|
2025
Q1 | $18.4K | Hold |
426
| – | – | ﹤0.01% | 485 |
|
|
2024
Q4 | $18.9K | Hold |
426
| – | – | ﹤0.01% | 462 |
|
|
2024
Q3 | $19.7K | Hold |
426
| – | – | ﹤0.01% | 453 |
|
|
2024
Q2 | $18.1K | Hold |
426
| – | – | ﹤0.01% | 455 |
|
|
2024
Q1 | $18.6K | Hold |
426
| – | – | ﹤0.01% | 450 |
|
|
2023
Q4 | $18.2K | Hold |
426
| – | – | ﹤0.01% | 443 |
|
|
2023
Q3 | $16K | Hold |
426
| – | – | ﹤0.01% | 460 |
|
|
2023
Q2 | $18.9K | Hold |
426
| – | – | ﹤0.01% | 440 |
|
|
2023
Q1 | $18.6K | Hold |
426
| – | – | ﹤0.01% | 435 |
|
|
2022
Q4 | $18.7K | Hold |
426
| – | – | 0.01% | 415 |
|
|
2022
Q3 | $18K | Hold |
426
| – | – | 0.01% | 409 |
|
|
2022
Q2 | $19K | Hold |
426
| – | – | 0.01% | 394 |
|
|
2022
Q1 | $22K | Hold |
426
| – | – | 0.01% | 455 |
|
|
2021
Q4 | $25K | Hold |
426
| – | – | 0.01% | 410 |
|
|
2021
Q3 | $25K | Buy |
426
+186
| +78% | +$10.9K | 0.01% | 415 |
|
|
2021
Q2 | $15K | Hold |
240
| – | – | ﹤0.01% | 507 |
|
|
2021
Q1 | $14K | Hold |
240
| – | – | ﹤0.01% | 463 |
|
|
2020
Q4 | $15K | Buy |
+240
| New | +$15K | ﹤0.01% | 453 |
|