MinichMacGregor Wealth Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-11,801
Closed -$349K 499
2022
Q4
$349K Sell
11,801
-25
-0.2% -$739 0.13% 55
2022
Q3
$325K Sell
11,826
-911
-7% -$25K 0.13% 59
2022
Q2
$327K Sell
12,737
-1,221
-9% -$31.3K 0.13% 53
2022
Q1
$387K Buy
+13,958
New +$387K 0.12% 66
2018
Q4
Sell
-177
Closed -$4K 404
2018
Q3
$4K Sell
177
-31
-15% -$701 ﹤0.01% 411
2018
Q2
$5K Buy
+208
New +$5K ﹤0.01% 388