SWA
SOA Wealth Advisors’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 | – | Sell |
-177
| Closed | -$7.09K | – | 922 |
|
|
2025
Q1 | $7.09K | Hold |
177
| – | – | ﹤0.01% | 603 |
|
|
2024
Q4 | $8.45K | Hold |
177
| – | – | ﹤0.01% | 563 |
|
|
2024
Q3 | $8.48K | Hold |
177
| – | – | ﹤0.01% | 554 |
|
|
2024
Q2 | $8.27K | Hold |
177
| – | – | ﹤0.01% | 559 |
|
|
2024
Q1 | $8.21K | Hold |
177
| – | – | ﹤0.01% | 563 |
|
|
2023
Q4 | $8.54K | Hold |
177
| – | – | ﹤0.01% | 547 |
|
|
2023
Q3 | $7.75K | Buy |
177
+118
| +200% | +$5.17K | ﹤0.01% | 562 |
|
|
2023
Q2 | $8.7K | Hold |
59
| – | – | ﹤0.01% | 548 |
|
|
2023
Q1 | $7.76K | Hold |
59
| – | – | ﹤0.01% | 562 |
|
|
2022
Q4 | $7.07K | Hold |
59
| – | – | ﹤0.01% | 568 |
|
|
2022
Q3 | $6K | Hold |
59
| – | – | ﹤0.01% | 584 |
|
|
2022
Q2 | $6K | Hold |
59
| – | – | ﹤0.01% | 570 |
|
|
2022
Q1 | $8K | Hold |
59
| – | – | ﹤0.01% | 624 |
|
|
2021
Q4 | $9K | Hold |
59
| – | – | ﹤0.01% | 593 |
|
|
2021
Q3 | $8K | Buy |
+59
| New | +$8K | ﹤0.01% | 625 |
|