WWM
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Whalen Wealth Management’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Whalen Wealth Management’s Portfolio PSCI Stock Details PSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
2023
Q4 		$958K Buy