GoalVest Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,952
| Closed | -$414K | – | 426 |
|
|
2024
Q3 | $414K | Hold |
13,952
| – | – | 0.12% | 86 |
|
|
2024
Q2 | $462K | Hold |
13,952
| – | – | 0.15% | 78 |
|
|
2024
Q1 | $499K | Hold |
13,952
| – | – | 0.17% | 75 |
|
|
2023
Q4 | $431K | Buy |
13,952
+3,591
| +35% | +$111K | 0.19% | 54 |
|
|
2023
Q3 | $337K | Buy |
+10,361
| New | +$337K | 0.17% | 63 |
|