Heritage Wealth Management (Arizona)’s Invesco Biotechnology & Genome ETF PBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $19K | Buy |
300
+150
| +100% | +$9.53K | ﹤0.01% | 672 |
|
|
2022
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 671 |
|
|
2022
Q2 | $8.66K | Hold |
150
| – | – | ﹤0.01% | 685 |
|
|
2022
Q1 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 728 |
|
|
2021
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 643 |
|
|
2021
Q2 | $12K | Hold |
150
| – | – | ﹤0.01% | 639 |
|
|
2021
Q1 | $11K | Buy |
+150
| New | +$11K | 0.01% | 565 |
|