MGB Wealth Management’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 | $213K | Hold |
7,500
| – | – | 0.07% | 205 |
|
|
2025
Q1 | $218K | Hold |
7,500
| – | – | 0.08% | 194 |
|
|
2024
Q4 | $219K | Sell |
7,500
-10,711
| -59% | -$313K | 0.07% | 185 |
|
|
2024
Q3 | $540K | Sell |
18,211
-499
| -3% | -$14.8K | 0.2% | 111 |
|
|
2024
Q2 | $618K | Hold |
18,710
| – | – | 0.23% | 98 |
|
|
2024
Q1 | $670K | Buy |
18,710
+1
| +0% | +$36 | 0.27% | 90 |
|
|
2023
Q4 | $578K | Buy |
+18,709
| New | +$578K | 0.29% | 96 |
|