Wealth Enhancement Advisory Services’s Invesco Biotechnology & Genome ETF PBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $312K | Sell |
4,751
-2,491
| -34% | -$164K | ﹤0.01% | 2589 |
|
2025
Q1 | $459K | Buy |
7,242
+3,176
| +78% | +$201K | ﹤0.01% | 2114 |
|
2024
Q4 | $271K | Buy |
4,066
+390
| +11% | +$25.9K | ﹤0.01% | 2437 |
|
2024
Q3 | $257K | Hold |
3,676
| – | – | ﹤0.01% | 2257 |
|
2024
Q2 | $238K | Hold |
3,676
| – | – | ﹤0.01% | 2150 |
|
2024
Q1 | $238K | Hold |
3,676
| – | – | ﹤0.01% | 2079 |
|
2023
Q4 | $242K | Sell |
3,676
-1,849
| -33% | -$122K | ﹤0.01% | 1977 |
|
2023
Q3 | $315K | Buy |
+5,525
| New | +$315K | ﹤0.01% | 1708 |
|