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EP Wealth Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

EP Wealth Advisors’s Portfolio PBE Stock Details PBE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-16,198
Closed -$894K – 336
2019
Q1 		$894K Sell
16,198
-690
-4% -$38.1K 0.09% 121
2018
Q4 		$795K Buy
+16,888
New +$795K 0.06% 138