JBR Co Financial Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Sell
2025
Q2
$395K Sell
2025
Q1
$441K Sell
2024
Q4
$526K Buy
2024
Q3
$517K Sell
2024
Q2
$558K Sell
2024
Q1
$621K Sell
2023
Q4
$739K Buy