United Capital Financial Advisors’s Invesco Semiconductors ETF PSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-126,393
| Closed | -$2.13M | – | 1350 |
|
|
2017
Q4 | $2.13M | Sell |
126,393
-7,797
| -6% | -$131K | 0.02% | 574 |
|
|
2017
Q3 | $2.21M | Sell |
134,190
-93,522
| -41% | -$1.54M | 0.02% | 548 |
|
|
2017
Q2 | $3.17M | Sell |
227,712
-31,353
| -12% | -$436K | 0.03% | 467 |
|
|
2017
Q1 | $3.61M | Sell |
259,065
-12,576
| -5% | -$175K | 0.03% | 435 |
|
|
2016
Q4 | $3.27M | Sell |
271,641
-73,488
| -21% | -$884K | 0.03% | 460 |
|
|
2016
Q3 | $3.77M | Buy |
+345,129
| New | +$3.77M | 0.04% | 441 |
|
|
2015
Q3 | – | Sell |
-22,668
| Closed | -$203K | – | 1300 |
|
|
2015
Q2 | $203K | Buy |
+22,668
| New | +$203K | ﹤0.01% | 1186 |
|