Spire Wealth Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.48K | Hold |
187
| – | – | ﹤0.01% | 1818 |
|
|
2025
Q1 | $8.08K | Sell |
187
-102
| -35% | -$4.41K | ﹤0.01% | 1904 |
|
|
2024
Q4 | $12.8K | Hold |
289
| – | – | ﹤0.01% | 1775 |
|
|
2024
Q3 | $13.3K | Hold |
289
| – | – | ﹤0.01% | 1558 |
|
|
2024
Q2 | $12.3K | Buy |
289
+1
| +0.3% | +$43 | ﹤0.01% | 1582 |
|
|
2024
Q1 | $12.6K | Sell |
288
-342
| -54% | -$15K | ﹤0.01% | 1644 |
|
|
2023
Q4 | $26.3K | Sell |
630
-603
| -49% | -$25.2K | ﹤0.01% | 1437 |
|
|
2023
Q3 | $46.3K | Sell |
1,233
-156
| -11% | -$5.86K | ﹤0.01% | 1199 |
|
|
2023
Q2 | $61.7K | Sell |
1,389
-159
| -10% | -$7.07K | ﹤0.01% | 1122 |
|
|
2023
Q1 | $67.6K | Sell |
1,548
-759
| -33% | -$33.1K | ﹤0.01% | 1075 |
|
|
2022
Q4 | $102K | Hold |
2,307
| – | – | 0.01% | 735 |
|
|
2022
Q3 | $101K | Sell |
2,307
-750
| -25% | -$32.8K | 0.01% | 708 |
|
|
2022
Q2 | $139K | Sell |
3,057
-459
| -13% | -$20.9K | 0.01% | 899 |
|
|
2022
Q1 | $189K | Sell |
3,516
-279
| -7% | -$15K | 0.01% | 920 |
|
|
2021
Q4 | $227K | Sell |
3,795
-1,056
| -22% | -$63.2K | 0.01% | 1042 |
|
|
2021
Q3 | $295K | Hold |
4,851
| – | – | 0.01% | 763 |
|
|
2021
Q2 | $313K | Sell |
4,851
-522
| -10% | -$33.7K | 0.01% | 760 |
|
|
2021
Q1 | $330K | Buy |
+5,373
| New | +$330K | 0.01% | 815 |
|