KWM
Kingsview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,420
| Closed | -$108K | – | 865 |
|
|
2022
Q2 | $108K | Sell |
12,420
-2,200
| -15% | -$19.1K | 0.01% | 789 |
|
|
2022
Q1 | $146K | Buy |
+14,620
| New | +$146K | 0.01% | 826 |
|
|
2021
Q3 | – | Sell |
-29,220
| Closed | -$241K | – | 905 |
|
|
2021
Q2 | $241K | Buy |
29,220
+16,950
| +138% | +$140K | 0.01% | 774 |
|
|
2021
Q1 | $82K | Buy |
+12,270
| New | +$82K | ﹤0.01% | 792 |
|