WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.65K | Hold |
100
| – | – | ﹤0.01% | 647 |
|
|
2024
Q3 | $6.98K | Hold |
100
| – | – | ﹤0.01% | 683 |
|
|
2024
Q2 | $6.48K | Hold |
100
| – | – | ﹤0.01% | 669 |
|
|
2024
Q1 | $6.47K | Buy |
+100
| New | +$6.47K | ﹤0.01% | 674 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$5.7K | – | 651 |
|
|
2023
Q3 | $5.7K | Hold |
100
| – | – | ﹤0.01% | 663 |
|
|
2023
Q2 | $6.13K | Hold |
100
| – | – | ﹤0.01% | 649 |
|
|
2023
Q1 | $6.28K | Buy |
+100
| New | +$6.28K | ﹤0.01% | 649 |
|