Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-100
| Closed | -$6K | – | 2532 |
|
|
2018
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 1739 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1808 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1820 |
|
|
2017
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1841 |
|
|
2017
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1796 |
|
|
2017
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1778 |
|
|
2017
Q1 | $4K | Sell |
100
-100
| -50% | -$4K | ﹤0.01% | 1572 |
|
|
2016
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 1296 |
|
|
2016
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 1296 |
|
|
2016
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 1276 |
|
|
2016
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 1236 |
|
|
2015
Q4 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 1199 |
|