Creative Planning’s Invesco Semiconductors ETF PSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
+5,859
| New | +$351K | ﹤0.01% | 2756 |
|
|
2018
Q2 | – | Sell |
-16,401
| Closed | -$289K | – | 1975 |
|
|
2018
Q1 | $289K | Buy |
+16,401
| New | +$289K | ﹤0.01% | 1353 |
|
|
2017
Q3 | – | Sell |
-1,161
| Closed | -$16K | – | 3164 |
|
|
2017
Q2 | $16K | Hold |
1,161
| – | – | ﹤0.01% | 3291 |
|
|
2017
Q1 | $16K | Buy |
+1,161
| New | +$16K | ﹤0.01% | 3249 |
|
|
2016
Q2 | – | Sell |
-27,000
| Closed | -$232K | – | 4302 |
|
|
2016
Q1 | $232K | Buy |
27,000
+26,700
| +8,900% | +$229K | ﹤0.01% | 1129 |
|
|
2015
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 3838 |
|
|
2015
Q3 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 3893 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$3K | – | 2408 |
|
|
2015
Q1 | $3K | Sell |
300
-57
| -16% | -$570 | ﹤0.01% | 3674 |
|
|
2014
Q4 | $3K | Buy |
357
+300
| +526% | +$2.52K | ﹤0.01% | 3635 |
|
|
2014
Q3 | $0 | Hold |
57
| – | – | ﹤0.01% | 3962 |
|
|
2014
Q2 | $0 | Sell |
57
-351
| -86% | – | ﹤0.01% | 3785 |
|
|
2014
Q1 | $3K | Hold |
408
| – | – | ﹤0.01% | 3188 |
|
|
2013
Q4 | $3K | Hold |
408
| – | – | ﹤0.01% | 3014 |
|
|
2013
Q3 | $2K | Hold |
408
| – | – | ﹤0.01% | 2998 |
|
|
2013
Q2 | $2K | Buy |
+408
| New | +$2K | ﹤0.01% | 2840 |
|