Guardian Wealth Advisors (North Carolina)’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-50
| Closed | -$2.27K | – | 465 |
|
|
2024
Q2 | $2.27K | Hold |
50
| – | – | ﹤0.01% | 411 |
|
|
2024
Q1 | $2.31K | Hold |
50
| – | – | ﹤0.01% | 427 |
|
|
2023
Q4 | $2.1K | Hold |
50
| – | – | ﹤0.01% | 413 |
|
|
2023
Q3 | $1.92K | Hold |
50
| – | – | ﹤0.01% | 396 |
|
|
2023
Q2 | $2.09K | Hold |
50
| – | – | ﹤0.01% | 387 |
|
|
2023
Q1 | $2.04K | Hold |
50
| – | – | ﹤0.01% | 379 |
|
|
2022
Q4 | $1.82K | Hold |
50
| – | – | ﹤0.01% | 352 |
|
|
2022
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 325 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 335 |
|
|
2022
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 242 |
|
|
2021
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 232 |
|