Sowell Financial Services’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
78,240
+2,119
| +3% | +$55K | 0.08% | 262 |
|
|
2025
Q1 | $1.98M | Buy |
76,121
+2,107
| +3% | +$54.7K | 0.09% | 243 |
|
|
2024
Q4 | $1.88M | Buy |
74,014
+15,557
| +27% | +$395K | 0.1% | 221 |
|
|
2024
Q3 | $1.49M | Sell |
58,457
-1,012
| -2% | -$25.8K | 0.07% | 280 |
|
|
2024
Q2 | $1.49M | Sell |
59,469
-4,861
| -8% | -$122K | 0.07% | 275 |
|
|
2024
Q1 | $1.61M | Sell |
64,330
-1,300
| -2% | -$32.6K | 0.08% | 267 |
|
|
2023
Q4 | $1.63M | Sell |
65,630
-3,785
| -5% | -$94.2K | 0.09% | 248 |
|
|
2023
Q3 | $1.7M | Sell |
69,415
-2,703
| -4% | -$66K | 0.11% | 220 |
|
|
2023
Q2 | $1.77M | Buy |
72,118
+8,375
| +13% | +$205K | 0.1% | 237 |
|
|
2023
Q1 | $1.59M | Sell |
63,743
-2,359
| -4% | -$58.9K | 0.12% | 200 |
|
|
2022
Q4 | $1.61M | Buy |
66,102
+6,284
| +11% | +$153K | 0.1% | 225 |
|
|
2022
Q3 | $1.46M | Buy |
+59,818
| New | +$1.46M | 0.15% | 180 |
|