Physician Wealth Advisors’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $29K | Hold |
1,326
| – | – | ﹤0.01% | 449 |
|
2025
Q1 | $29.4K | Hold |
1,326
| – | – | 0.01% | 424 |
|
2024
Q4 | $31.3K | Buy |
+1,326
| New | +$31.3K | 0.01% | 415 |
|
2020
Q1 | – | Sell |
-10,584
| Closed | -$230K | – | 116 |
|
2019
Q4 | $230K | Sell |
10,584
-3,315
| -24% | -$72K | 0.1% | 103 |
|
2019
Q3 | $311K | Buy |
+13,899
| New | +$311K | 0.15% | 84 |
|