SWP
Stratos Wealth Partners’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Buy |
53,954
+3,489
| +7% | +$468K | 0.1% | 212 |
|
|
2025
Q1 | $6M | Buy |
50,465
+48,081
| +2,017% | +$5.71M | 0.09% | 227 |
|
|
2024
Q4 | $320K | Buy |
2,384
+405
| +20% | +$54.4K | ﹤0.01% | 1121 |
|
|
2024
Q3 | $262K | Buy |
1,979
+36
| +2% | +$4.76K | ﹤0.01% | 1221 |
|
|
2024
Q2 | $233K | Hold |
1,943
| – | – | ﹤0.01% | 1202 |
|
|
2024
Q1 | $247K | Hold |
1,943
| – | – | ﹤0.01% | 1187 |
|
|
2023
Q4 | $225K | Buy |
+1,943
| New | +$225K | ﹤0.01% | 1214 |
|