United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,460
| Closed | -$235K | – | 1316 |
|
|
2019
Q4 | $235K | Hold |
5,460
| – | – | ﹤0.01% | 1223 |
|
|
2019
Q3 | $207K | Sell |
5,460
-1,890
| -26% | -$71.7K | ﹤0.01% | 1172 |
|
|
2019
Q2 | $289K | Buy |
7,350
+1,656
| +29% | +$65.1K | ﹤0.01% | 1214 |
|
|
2019
Q1 | $219K | Sell |
5,694
-5,613
| -50% | -$216K | ﹤0.01% | 1221 |
|
|
2018
Q4 | $405K | Sell |
11,307
-254,289
| -96% | -$9.11M | ﹤0.01% | 973 |
|
|
2018
Q3 | $12.4M | Sell |
265,596
-56,805
| -18% | -$2.66M | 0.09% | 254 |
|
|
2018
Q2 | $13.8M | Buy |
+322,401
| New | +$13.8M | 0.1% | 220 |
|