MGB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6K | Buy |
403
+3
| +0.8% | +$116 | 0.01% | 288 |
|
|
2025
Q1 | $16.8K | Hold |
400
| – | – | 0.01% | 272 |
|
|
2024
Q4 | $19.4K | Hold |
400
| – | – | 0.01% | 258 |
|
|
2024
Q3 | $19.6K | Sell |
400
-503
| -56% | -$24.7K | 0.01% | 250 |
|
|
2024
Q2 | $48.6K | Buy |
903
+1
| +0.1% | +$54 | 0.02% | 236 |
|
|
2024
Q1 | $50.3K | Buy |
902
+2
| +0.2% | +$112 | 0.02% | 227 |
|
|
2023
Q4 | $46.8K | Buy |
+900
| New | +$46.8K | 0.02% | 223 |
|