Wealthcare Advisory Partners’s Invesco Semiconductors ETF PSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $249K | Buy |
+4,161
| New | +$249K | 0.01% | 855 |
|
2025
Q1 | – | Sell |
-5,037
| Closed | -$292K | – | 940 |
|
2024
Q4 | $292K | Sell |
5,037
-1,000
| -17% | -$57.9K | 0.01% | 726 |
|
2024
Q3 | $347K | Sell |
6,037
-4,633
| -43% | -$266K | 0.01% | 668 |
|
2024
Q2 | $670K | Sell |
10,670
-2,705
| -20% | -$170K | 0.02% | 473 |
|
2024
Q1 | $755K | Sell |
13,375
-7,353
| -35% | -$415K | 0.02% | 452 |
|
2023
Q4 | $1.03M | Sell |
20,728
-7,654
| -27% | -$379K | 0.04% | 310 |
|
2023
Q3 | $1.21M | Buy |
28,382
+6,917
| +32% | +$296K | 0.06% | 243 |
|
2023
Q2 | $979K | Buy |
+21,465
| New | +$979K | 0.04% | 293 |
|
2021
Q2 | – | Sell |
-150
| Closed | -$6K | – | 1519 |
|
2021
Q1 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 1601 |
|