OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-175
| Closed | -$5K | – | 1255 |
|
|
2018
Q3 | $5K | Hold |
175
| – | – | ﹤0.01% | 925 |
|
|
2018
Q2 | $5K | Hold |
175
| – | – | ﹤0.01% | 1166 |
|
|
2018
Q1 | $4K | Hold |
175
| – | – | ﹤0.01% | 1191 |
|
|
2017
Q4 | $4K | Buy |
+175
| New | +$4K | ﹤0.01% | 1113 |
|
|
2017
Q3 | – | Sell |
-175
| Closed | -$3K | – | 1148 |
|
|
2017
Q2 | $3K | Buy |
+175
| New | +$3K | ﹤0.01% | 1126 |
|