Carson Wealth (CWM LLC)’s Invesco Biotechnology & Genome ETF PBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $232K | Sell |
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|
2025
Q2 | $220K | Buy |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q4 | $228K | Hold |
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|
2024
Q3 | $239K | Hold |
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|
2024
Q2 | $222K | Hold |
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|
2024
Q1 | $222K | Hold |
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|
2023
Q4 | $226K | Hold |
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|
2023
Q3 | $196K | Hold |
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|
2023
Q2 | $210K | Hold |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $219K | Sell |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q2 | $284K | Hold |
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|
2021
Q1 | $284K | Hold |
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|
2020
Q4 | $284K | Hold |
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|
2020
Q3 | $284K | Hold |
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|
2020
Q2 | $284K | Hold |
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|
2020
Q1 | $284K | Hold |
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|
2019
Q4 | $284K | Hold |
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|
2019
Q3 | $284K | Hold |
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|
2019
Q2 | $284K | Hold |
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|
2019
Q1 | $284K | Buy |
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|
2018
Q4 | $151K | Hold |
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|
2018
Q3 | $190K | Buy |
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|
2018
Q2 | $23K | Hold |
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|
2018
Q1 | $21K | Hold |
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|
2017
Q4 | $20K | Hold |
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|
2017
Q3 | $21K | Hold |
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|
2017
Q2 | $19K | Buy |
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|
2017
Q1 | $18K | Hold |
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|
2016
Q4 | $16K | Buy |
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|
2016
Q3 | $13K | Hold |
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|
2016
Q2 | $11K | Hold |
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|
2016
Q1 | $11K | Buy |
|