EP Wealth Advisors’s Invesco Semiconductors ETF PSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Sell |
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|
2025
Q1 | $713K | Sell |
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|
2024
Q4 | $916K | Buy |
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|
2024
Q3 | $900K | Hold |
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|
2024
Q2 | $983K | Buy |
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|
2024
Q1 | $874K | Hold |
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|
2023
Q4 | $766K | Hold |
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|
2023
Q3 | $663K | Buy |
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|
2023
Q2 | $706K | Buy |
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|
2023
Q1 | $449K | Sell |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $494K | Sell |
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|
2022
Q1 | $667K | Sell |
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|
2021
Q4 | $796K | Buy |
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|
2021
Q3 | $654K | Sell |
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|
2021
Q2 | $685K | Sell |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $955K | Hold |
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|
2020
Q3 | $705K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.25M | Buy |
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