WR Wealth Planners’s Invesco Pharmaceuticals ETF PJP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.5K | Hold |
200
| – | – | 0.01% | 511 |
|
|
2024
Q3 | $17.4K | Hold |
200
| – | – | ﹤0.01% | 519 |
|
|
2024
Q2 | $16.4K | Hold |
200
| – | – | 0.01% | 481 |
|
|
2024
Q1 | $16K | Buy |
+200
| New | +$16K | 0.01% | 494 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$21.7K | – | 670 |
|
|
2023
Q3 | $21.7K | Hold |
300
| – | – | 0.01% | 415 |
|
|
2023
Q2 | $22.7K | Hold |
300
| – | – | 0.01% | 412 |
|
|
2023
Q1 | $22.8K | Buy |
+300
| New | +$22.8K | 0.01% | 412 |
|