Mark Sheptoff Financial Planning’s Invesco Semiconductors ETF PSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5K | Hold |
175
| – | – | 0.01% | 331 |
|
|
2025
Q1 | $8.29K | Hold |
175
| – | – | ﹤0.01% | 335 |
|
|
2024
Q4 | $10.1K | Hold |
175
| – | – | 0.01% | 314 |
|
|
2024
Q3 | $10.1K | Hold |
175
| – | – | 0.01% | 307 |
|
|
2024
Q2 | $11K | Hold |
175
| – | – | 0.01% | 306 |
|
|
2024
Q1 | $9.88K | Hold |
175
| – | – | 0.01% | 294 |
|
|
2023
Q4 | $8.66K | Hold |
175
| – | – | 0.01% | 297 |
|
|
2023
Q3 | $7.49K | Sell |
175
-350
| -67% | -$15K | ﹤0.01% | 283 |
|
|
2023
Q2 | $23.9K | Hold |
525
| – | – | 0.01% | 208 |
|
|
2023
Q1 | $21.6K | Hold |
525
| – | – | 0.01% | 214 |
|
|
2022
Q4 | $17.5K | Hold |
525
| – | – | 0.01% | 230 |
|
|
2022
Q3 | $16K | Sell |
525
-300
| -36% | -$9.14K | 0.01% | 224 |
|
|
2022
Q2 | $27K | Sell |
825
-8,100
| -91% | -$265K | 0.02% | 196 |
|
|
2022
Q1 | $386K | Buy |
8,925
+300
| +3% | +$13K | 0.19% | 74 |
|
|
2021
Q4 | $441K | Hold |
8,625
| – | – | 0.21% | 70 |
|
|
2021
Q3 | $367K | Sell |
8,625
-7,350
| -46% | -$313K | 0.2% | 74 |
|
|
2021
Q2 | $684K | Buy |
+15,975
| New | +$684K | 0.37% | 49 |
|