Western Financial Corp’s Invesco Semiconductors ETF PSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,597
| Closed | -$379K | – | 137 |
|
|
2024
Q3 | $379K | Buy |
6,597
+237
| +4% | +$13.6K | 0.22% | 97 |
|
|
2024
Q2 | $399K | Sell |
6,360
-164
| -3% | -$10.3K | 0.24% | 83 |
|
|
2024
Q1 | $368K | Sell |
6,524
-1,108
| -15% | -$62.5K | 0.23% | 87 |
|
|
2023
Q4 | $378K | Sell |
7,632
-141
| -2% | -$6.98K | 0.25% | 94 |
|
|
2023
Q3 | $333K | Buy |
7,773
+669
| +9% | +$28.6K | 0.24% | 97 |
|
|
2023
Q2 | $324K | Buy |
+7,104
| New | +$324K | 0.22% | 99 |
|