JWM
Jacobus Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-3,160
| Closed | -$160K | – | 279 |
|
|
2015
Q4 | $160K | Hold |
3,160
| – | – | 0.05% | 225 |
|
|
2015
Q3 | $144K | Hold |
3,160
| – | – | 0.04% | 236 |
|
|
2015
Q2 | $184K | Hold |
3,160
| – | – | 0.05% | 227 |
|
|
2015
Q1 | $174K | Buy |
+3,160
| New | +$174K | 0.04% | 228 |
|