PWA
PCG Wealth Advisors’s Invesco Energy Exploration & Production ETF PXE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,169
| Closed | -$415K | – | 126 |
|
|
2025
Q1 | $415K | Sell |
14,169
-5,685
| -29% | -$166K | 0.14% | 94 |
|
|
2024
Q4 | $588K | Sell |
19,854
-12,384
| -38% | -$367K | 0.22% | 81 |
|
|
2024
Q3 | $956K | Sell |
32,238
-2,390
| -7% | -$70.9K | 0.37% | 64 |
|
|
2024
Q2 | $1.15M | Buy |
34,628
+16,757
| +94% | +$554K | 0.5% | 53 |
|
|
2024
Q1 | $640K | Sell |
17,871
-498
| -3% | -$17.8K | 0.3% | 62 |
|
|
2023
Q4 | $568K | Sell |
18,369
-1,006
| -5% | -$31.1K | 0.32% | 57 |
|
|
2023
Q3 | $630K | Buy |
19,375
+14
| +0.1% | +$455 | 0.41% | 52 |
|
|
2023
Q2 | $539K | Sell |
19,361
-1,616
| -8% | -$45K | 0.33% | 62 |
|
|
2023
Q1 | $566K | Buy |
20,977
+183
| +0.9% | +$4.94K | 0.36% | 58 |
|
|
2022
Q4 | $615K | Buy |
+20,794
| New | +$615K | 0.39% | 57 |
|