IWA
IBEX Wealth Advisors’s Invesco Semiconductors ETF PSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,478
| Closed | -$223K | – | 182 |
|
|
2022
Q3 | $223K | Sell |
2,478
-328
| -12% | -$29.5K | 0.06% | 134 |
|
|
2022
Q2 | $274K | Buy |
2,806
+1
| +0% | +$98 | 0.06% | 133 |
|
|
2022
Q1 | $364K | Buy |
2,805
+385
| +16% | +$50K | 0.07% | 130 |
|
|
2021
Q4 | $372K | Buy |
2,420
+346
| +17% | +$53.2K | 0.07% | 142 |
|
|
2021
Q3 | $265K | Buy |
+2,074
| New | +$265K | 0.05% | 151 |
|