Carson Wealth (CWM LLC)’s Invesco Energy Exploration & Production ETF PXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-31
| Closed | -$1K | – | 5261 |
|
|
2025
Q1 | $1K | Sell |
31
-56
| -64% | -$1.81K | ﹤0.01% | 4963 |
|
|
2024
Q4 | $3K | Sell |
87
-1,442
| -94% | -$49.7K | ﹤0.01% | 4444 |
|
|
2024
Q3 | $45K | Buy |
1,529
+10
| +0.7% | +$294 | ﹤0.01% | 2770 |
|
|
2024
Q2 | $50K | Buy |
1,519
+1,446
| +1,981% | +$47.6K | ﹤0.01% | 2479 |
|
|
2024
Q1 | $3K | Hold |
73
| – | – | ﹤0.01% | 3881 |
|
|
2023
Q4 | $2K | Buy |
73
+42
| +135% | +$1.15K | ﹤0.01% | 3832 |
|
|
2023
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 4047 |
|