Atria Wealth Solutions’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 | – | Sell |
-14,958
| Closed | -$1.44M | – | 1798 |
|
|
2025
Q1 | $1.44M | Buy |
14,958
+50
| +0.3% | +$4.8K | 0.02% | 741 |
|
|
2024
Q4 | $1.52M | Sell |
14,908
-103
| -0.7% | -$10.5K | 0.02% | 745 |
|
|
2024
Q3 | $1.48M | Buy |
15,011
+40
| +0.3% | +$3.95K | 0.02% | 755 |
|
|
2024
Q2 | $1.41M | Buy |
14,971
+293
| +2% | +$27.7K | 0.02% | 749 |
|
|
2024
Q1 | $1.31M | Buy |
14,678
+816
| +6% | +$72.9K | 0.01% | 791 |
|
|
2023
Q4 | $1.08M | Buy |
13,862
+348
| +3% | +$27K | 0.01% | 824 |
|
|
2023
Q3 | $916K | Buy |
13,514
+857
| +7% | +$58.1K | 0.01% | 855 |
|
|
2023
Q2 | $894K | Sell |
12,657
-427
| -3% | -$30.2K | 0.01% | 882 |
|
|
2023
Q1 | $850K | Sell |
13,084
-1,829
| -12% | -$119K | 0.01% | 852 |
|
|
2022
Q4 | $891K | Sell |
14,913
-430
| -3% | -$25.7K | 0.01% | 799 |
|
|
2022
Q3 | $874K | Buy |
15,343
+256
| +2% | +$14.6K | 0.02% | 762 |
|
|
2022
Q2 | $885K | Buy |
15,087
+7,726
| +105% | +$453K | 0.02% | 726 |
|
|
2022
Q1 | $532K | Buy |
+7,361
| New | +$532K | 0.01% | 1037 |
|