Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,500
| Closed | -$208K | – | 726 |
|
|
2024
Q3 | $208K | Buy |
+4,500
| New | +$208K | 0.01% | 641 |
|
|
2019
Q3 | – | Sell |
-657
| Closed | -$26K | – | 1633 |
|
|
2019
Q2 | $26K | Hold |
657
| – | – | ﹤0.01% | 773 |
|
|
2019
Q1 | $25K | Hold |
657
| – | – | ﹤0.01% | 709 |
|
|
2018
Q4 | $24K | Sell |
657
-156
| -19% | -$5.7K | ﹤0.01% | 653 |
|
|
2018
Q3 | $33K | Buy |
813
+156
| +24% | +$6.33K | ﹤0.01% | 634 |
|
|
2018
Q2 | $30K | Buy |
+657
| New | +$30K | ﹤0.01% | 648 |
|