MWM
MinichMacGregor Wealth Management’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
7,065
-93
| -1% | -$5.29K | 0.09% | 82 |
|
|
2025
Q1 | $348K | Buy |
+7,158
| New | +$348K | 0.08% | 82 |
|
|
2021
Q4 | – | Sell |
-9,362
| Closed | -$471K | – | 94 |
|
|
2021
Q3 | $471K | Buy |
9,362
+12
| +0.1% | +$604 | 0.16% | 52 |
|
|
2021
Q2 | $488K | Buy |
+9,350
| New | +$488K | 0.17% | 53 |
|