JCM
J2 Capital Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $408K | Buy |
+7,157
| New | +$408K | 0.52% | 54 |
|
|
2023
Q2 | – | Sell |
-37,071
| Closed | -$344K | – | 105 |
|
|
2023
Q1 | $344K | Buy |
37,071
+4,335
| +13% | +$40.2K | 0.53% | 54 |
|
|
2022
Q4 | $333K | Sell |
32,736
-563
| -2% | -$5.73K | 0.57% | 46 |
|
|
2022
Q3 | $284K | Buy |
+33,299
| New | +$284K | 0.54% | 48 |
|