Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-200
| Closed | -$14K | – | 252 |
|
|
2021
Q4 | $14K | Buy |
+200
| New | +$14K | 0.01% | 269 |
|
|
2021
Q2 | $15K | Hold |
200
| – | – | 0.01% | 238 |
|
|
2021
Q1 | $15K | Buy |
+200
| New | +$15K | 0.01% | 231 |
|
|
2020
Q3 | $12K | Hold |
200
| – | – | 0.01% | 182 |
|
|
2020
Q2 | $12K | Hold |
200
| – | – | 0.01% | 182 |
|
|
2020
Q1 | $9.84K | Buy |
+200
| New | +$9.84K | 0.01% | 193 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$9K | – | 197 |
|
|
2019
Q3 | $9K | Hold |
200
| – | – | 0.01% | 185 |
|
|
2019
Q2 | $11K | Hold |
200
| – | – | 0.01% | 188 |
|
|
2019
Q1 | $11K | Hold |
200
| – | – | 0.01% | 186 |
|
|
2018
Q4 | $9K | Hold |
200
| – | – | 0.01% | 199 |
|
|
2018
Q3 | $11.9K | Hold |
200
| – | – | 0.01% | 195 |
|
|
2018
Q2 | $10.9K | Hold |
200
| – | – | 0.01% | 193 |
|
|
2018
Q1 | $9.84K | Buy |
+200
| New | +$9.84K | 0.01% | 193 |
|