SFA
Source Financial Advisors’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $217K | Buy |
+1,637
| New | +$217K | 0.06% | 112 |
|
|
2024
Q2 | – | Sell |
-1,654
| Closed | -$210K | – | 120 |
|
|
2024
Q1 | $210K | Sell |
1,654
-1,424
| -46% | -$181K | 0.06% | 117 |
|
|
2023
Q4 | $357K | Sell |
3,078
-67
| -2% | -$7.77K | 0.11% | 92 |
|
|
2023
Q3 | $313K | Buy |
3,145
+104
| +3% | +$10.3K | 0.11% | 99 |
|
|
2023
Q2 | $317K | Buy |
+3,041
| New | +$317K | 0.1% | 107 |
|