JCFM
JBR Co Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
10,173
-346
| -3% | -$13.4K | 0.2% | 79 |
|
|
2025
Q1 | $441K | Sell |
10,519
-352
| -3% | -$14.7K | 0.26% | 72 |
|
|
2024
Q4 | $526K | Buy |
10,871
+339
| +3% | +$16.4K | 0.32% | 65 |
|
|
2024
Q3 | $517K | Sell |
10,532
-83
| -0.8% | -$4.07K | 0.34% | 61 |
|
|
2024
Q2 | $558K | Sell |
10,615
-518
| -5% | -$27.2K | 0.39% | 56 |
|
|
2024
Q1 | $621K | Sell |
11,133
-3,075
| -22% | -$172K | 0.5% | 48 |
|
|
2023
Q4 | $739K | Buy |
+14,208
| New | +$739K | 0.69% | 40 |
|