B. Riley Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-7,423
| Closed | -$345K | – | 522 |
|
2020
Q1 | $345K | Buy |
7,423
+142
| +2% | +$6.6K | 0.04% | 331 |
|
2019
Q4 | $407K | Sell |
7,281
-409
| -5% | -$22.9K | 0.06% | 238 |
|
2019
Q3 | $264K | Buy |
7,690
+142
| +2% | +$4.88K | 0.05% | 300 |
|
2019
Q2 | $404 | Hold |
7,548
| – | – | 0.06% | 239 |
|
2019
Q1 | $417K | Hold |
7,548
| – | – | 0.07% | 235 |
|
2018
Q4 | $355K | Buy |
+7,548
| New | +$355K | 0.07% | 221 |
|
2014
Q3 | – | Sell |
-610
| Closed | -$26K | – | 1141 |
|
2014
Q2 | $26K | Buy |
+610
| New | +$26K | 0.02% | 597 |
|