KKM Financial’s Invesco Energy Exploration & Production ETF PXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,089
| Closed | -$295K | – | 156 |
|
|
2025
Q1 | $295K | Sell |
10,089
-3,910
| -28% | -$114K | 0.12% | 119 |
|
|
2024
Q4 | $414K | Hold |
13,999
| – | – | 0.17% | 107 |
|
|
2024
Q3 | $415K | Hold |
13,999
| – | – | 0.21% | 96 |
|
|
2024
Q2 | $465K | Hold |
13,999
| – | – | 0.22% | 94 |
|
|
2024
Q1 | $501K | Buy |
13,999
+1,000
| +8% | +$35.8K | 0.24% | 94 |
|
|
2023
Q4 | $402K | Buy |
+12,999
| New | +$402K | 0.25% | 85 |
|