Axxcess Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
4,725
-550
| -10% | -$35.3K | 0.01% | 711 |
|
|
2025
Q1 | $335K | Hold |
5,275
| – | – | 0.01% | 650 |
|
|
2024
Q4 | $351K | Sell |
5,275
-67
| -1% | -$4.46K | 0.01% | 629 |
|
|
2024
Q3 | $373K | Hold |
5,342
| – | – | 0.01% | 630 |
|
|
2024
Q2 | $346K | Hold |
5,342
| – | – | 0.01% | 611 |
|
|
2024
Q1 | $346K | Hold |
5,342
| – | – | 0.01% | 630 |
|
|
2023
Q4 | $352K | Buy |
+5,342
| New | +$352K | 0.01% | 599 |
|