Loveless Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $720K | Sell |
12,470
-250
| -2% | -$14.4K | 0.47% | 69 |
|
|
2022
Q1 | $789K | Sell |
12,720
-230
| -2% | -$14.3K | 0.45% | 69 |
|
|
2021
Q4 | $922K | Hold |
12,950
| – | – | 0.51% | 63 |
|
|
2021
Q3 | $969K | Hold |
12,950
| – | – | 0.59% | 58 |
|
|
2021
Q2 | $1M | Sell |
12,950
-15
| -0.1% | -$1.16K | 0.61% | 59 |
|
|
2021
Q1 | $957K | Sell |
12,965
-200
| -2% | -$14.8K | 0.63% | 57 |
|
|
2020
Q4 | $923K | Sell |
13,165
-230
| -2% | -$16.1K | 0.68% | 55 |
|
|
2020
Q3 | $758K | Sell |
13,395
-170
| -1% | -$9.62K | 0.64% | 54 |
|
|
2020
Q2 | $790K | Sell |
13,565
-450
| -3% | -$26.2K | 0.74% | 50 |
|
|
2020
Q1 | $652K | Sell |
14,015
-200
| -1% | -$9.3K | 0.77% | 48 |
|
|
2019
Q4 | $788K | Buy |
+14,215
| New | +$788K | 0.68% | 54 |
|