RFG - Bristol Wealth Advisors, LLC PSJ Holdings History
RFG - Bristol Wealth Advisors, LLC's Invesco Dynamic Software ETF Holding Summary
As of 2025-03-31, RFG - Bristol Wealth Advisors, LLC held 9,682.00 shares of Invesco Dynamic Software ETF(PSJ), totaling $392,020.00. This investment constitutes 0.13% of their stock portfolio, and RFG - Bristol Wealth Advisors, LLC now holds -% of the outstanding Invesco Dynamic Software ETF(PSJ) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $45.52 for 197,272.00 shares. Based on historical transaction data and PSJ's current price of $32.65, RFG - Bristol Wealth Advisors, LLC's estimated gain on his PSJ holdings is $-360,534.90, reflecting a -3.73% gain to date.
RFG - Bristol Wealth Advisors, LLC PSJ ($32.65) Holding Chart
RFG - Bristol Wealth Advisors, LLC PSJ ($32.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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