SFPG
Stonebridge Financial Planning Group’s Invesco Pharmaceuticals ETF PJP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
3,784
+2
| +0.1% | +$160 | 0.13% | 144 |
|
|
2025
Q1 | $328K | Sell |
3,782
-148
| -4% | -$12.8K | 0.15% | 133 |
|
|
2024
Q4 | $325K | Sell |
3,930
-60
| -2% | -$4.96K | 0.15% | 134 |
|
|
2024
Q3 | $347K | Sell |
3,990
-475
| -11% | -$41.3K | 0.17% | 128 |
|
|
2024
Q2 | $367K | Sell |
4,465
-50
| -1% | -$4.11K | 0.18% | 121 |
|
|
2024
Q1 | $362K | Sell |
4,515
-900
| -17% | -$72.1K | 0.19% | 119 |
|
|
2023
Q4 | $412K | Sell |
5,415
-428
| -7% | -$32.6K | 0.24% | 104 |
|
|
2023
Q3 | $423K | Sell |
5,843
-150
| -3% | -$10.9K | 0.27% | 95 |
|
|
2023
Q2 | $453K | Buy |
5,993
+1
| +0% | +$76 | 0.28% | 86 |
|
|
2023
Q1 | $455K | Hold |
5,992
| – | – | 0.29% | 88 |
|
|
2022
Q4 | $471K | Buy |
5,992
+151
| +3% | +$11.9K | 0.31% | 80 |
|
|
2022
Q3 | $416K | Hold |
5,841
| – | – | 0.29% | 83 |
|
|
2022
Q2 | $438K | Sell |
5,841
-524
| -8% | -$39.3K | 0.3% | 74 |
|
|
2022
Q1 | $507K | Sell |
6,365
-176
| -3% | -$14K | 0.28% | 74 |
|
|
2021
Q4 | $501K | Sell |
6,541
-1,654
| -20% | -$127K | 0.26% | 74 |
|
|
2021
Q3 | $669K | Sell |
8,195
-1,934
| -19% | -$158K | 0.33% | 66 |
|
|
2021
Q2 | $814K | Buy |
10,129
+1,100
| +12% | +$88.4K | 0.43% | 52 |
|
|
2021
Q1 | $702K | Buy |
9,029
+302
| +3% | +$23.5K | 0.41% | 53 |
|
|
2020
Q4 | $623K | Hold |
8,727
| – | – | 0.39% | 51 |
|
|
2020
Q3 | $575K | Buy |
8,727
+430
| +5% | +$28.3K | 0.41% | 52 |
|
|
2020
Q2 | $544K | Buy |
8,297
+7,436
| +864% | +$488K | 0.46% | 48 |
|
|
2020
Q1 | $50K | Buy |
861
+410
| +91% | +$23.8K | 0.05% | 171 |
|
|
2019
Q4 | $29K | Buy |
+451
| New | +$29K | 0.03% | 208 |
|