A detailed history of New Edge Advisors, LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, New Edge Advisors, LLC holds 6,290 shares of SOXQ stock, worth $256,065. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,290
Previous 6,952 9.52%
Holding current value
$256,065
Previous $299,000 14.38%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$34.84 - $46.54 $23,064 - $30,809
-662 Reduced 9.52%
6,290 $256,000
Q2 2024

Aug 15, 2024

BUY
$33.89 - $45.47 $46,700 - $62,657
1,378 Added 24.72%
6,952 $299,000
Q1 2024

May 14, 2024

BUY
$30.8 - $40.71 $171,679 - $226,917
5,574 New
5,574 $215,000

Others Institutions Holding SOXQ

About INVESCO ETF TR II INVESCO PHLX


  • Ticker SOXQ
  • Sector ETFs
  • Industry ETFs
More about SOXQ
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.