National Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,803
| Closed | -$208K | – | 152 |
|
|
2024
Q1 | $208K | Buy |
+5,803
| New | +$208K | 0.16% | 125 |
|
|
2023
Q1 | – | Sell |
-8,336
| Closed | -$247K | – | 160 |
|
|
2022
Q4 | $247K | Sell |
8,336
-3,807
| -31% | -$113K | 0.3% | 110 |
|
|
2022
Q3 | $335K | Sell |
12,143
-27,268
| -69% | -$751K | 0.43% | 71 |
|
|
2022
Q2 | $1.01M | Buy |
+39,411
| New | +$1.01M | 1.28% | 17 |
|