Geneos Wealth 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 | $3.89K | Buy |
+100
| New | +$3.89K | ﹤0.01% | 2641 |
|
|
2022
Q2 | – | Sell |
-253
| Closed | -$12K | – | 2741 |
|
|
2022
Q1 | $12K | Sell |
253
-12,918
| -98% | -$613K | ﹤0.01% | 2017 |
|
|
2021
Q4 | $459K | Buy |
13,171
+12,918
| +5,106% | +$450K | 0.02% | 604 |
|
|
2021
Q3 | $9K | Buy |
253
+30
| +13% | +$1.07K | ﹤0.01% | 2265 |
|
|
2021
Q2 | $8K | Hold |
223
| – | – | ﹤0.01% | 2298 |
|
|
2021
Q1 | $6K | Sell |
223
-363
| -62% | -$9.77K | ﹤0.01% | 2609 |
|
|
2020
Q4 | $18K | Buy |
+586
| New | +$18K | ﹤0.01% | 1970 |
|