AE Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
959
+766
| +397% | +$90K | ﹤0.01% | 1453 |
|
|
2025
Q1 | $18.5K | Hold |
193
| – | – | ﹤0.01% | 1760 |
|
|
2024
Q4 | $19.6K | Buy |
+193
| New | +$19.6K | ﹤0.01% | 1740 |
|
|
2022
Q1 | – | Sell |
-2,902
| Closed | -$234K | – | 1783 |
|
|
2021
Q4 | $234K | Buy |
+2,902
| New | +$234K | ﹤0.01% | 1542 |
|
|
2018
Q4 | – | Sell |
-5,039
| Closed | -$243K | – | 563 |
|
|
2018
Q3 | $243K | Buy |
+5,039
| New | +$243K | 0.01% | 509 |
|