Financial Advocates Investment Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
7,796
-31
| -0.4% | -$1.21K | 0.02% | 493 |
|
|
2025
Q1 | $328K | Sell |
7,827
-88
| -1% | -$3.69K | 0.02% | 536 |
|
|
2024
Q4 | $383K | Sell |
7,915
-485
| -6% | -$23.5K | 0.02% | 534 |
|
|
2024
Q3 | $412K | Buy |
8,400
+115
| +1% | +$5.64K | 0.02% | 511 |
|
|
2024
Q2 | $436K | Buy |
8,285
+107
| +1% | +$5.63K | 0.03% | 462 |
|
|
2024
Q1 | $456K | Buy |
8,178
+90
| +1% | +$5.02K | 0.03% | 471 |
|
|
2023
Q4 | $421K | Buy |
8,088
+3,637
| +82% | +$189K | 0.03% | 465 |
|
|
2023
Q3 | $254K | Buy |
+4,451
| New | +$254K | 0.02% | 571 |
|