Fulcrum Equity Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,100
| Closed | -$273K | – | 106 |
|
|
2023
Q1 | $273K | Sell |
10,100
-4,313
| -30% | -$116K | 0.26% | 72 |
|
|
2022
Q4 | $426K | Sell |
14,413
-464
| -3% | -$13.7K | 0.35% | 49 |
|
|
2022
Q3 | $410K | Buy |
14,877
+524
| +4% | +$14.4K | 0.35% | 47 |
|
|
2022
Q2 | $369K | Sell |
14,353
-7,839
| -35% | -$202K | 0.3% | 47 |
|
|
2022
Q1 | $616K | Sell |
22,192
-1,941
| -8% | -$53.9K | 0.36% | 52 |
|
|
2021
Q4 | $465K | Buy |
+24,133
| New | +$465K | 0.17% | 93 |
|