WWM
PSCI icon

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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,262
Closed -$958K – 150
2023
Q4 		$958K Buy
+8,262
New +$958K 0.86% 28