Sugarloaf Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-591
| Closed | -$18K | – | 841 |
|
|
2022
Q3 | $18K | Hold |
591
| – | – | ﹤0.01% | 432 |
|
|
2022
Q2 | $19K | Hold |
591
| – | – | ﹤0.01% | 413 |
|
|
2022
Q1 | $26K | Hold |
591
| – | – | 0.01% | 367 |
|
|
2021
Q4 | $30K | Hold |
591
| – | – | 0.01% | 364 |
|
|
2021
Q3 | $25K | Hold |
591
| – | – | 0.01% | 379 |
|
|
2021
Q2 | $25K | Buy |
+591
| New | +$25K | 0.01% | 380 |
|
|
2021
Q1 | – | Sell |
-591
| Closed | -$21K | – | 376 |
|
|
2020
Q4 | $21K | Hold |
591
| – | – | 0.01% | 373 |
|
|
2020
Q3 | $15K | Hold |
591
| – | – | 0.01% | 402 |
|
|
2020
Q2 | $14K | Hold |
591
| – | – | 0.01% | 408 |
|
|
2020
Q1 | $11K | Hold |
591
| – | – | ﹤0.01% | 419 |
|
|
2019
Q4 | $13K | Buy |
+591
| New | +$13K | 0.01% | 436 |
|