Gladstone Institutional Advisory’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $305K | Buy |
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|
2024
Q2 | $321K | Buy |
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|
2024
Q1 | $211K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $373K | Buy |
|
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|
2023
Q2 | $307K | Buy |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $577K | Buy |
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|
2022
Q3 | $314K | Buy |
|
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | $279K | Buy |
|