B. Riley Wealth Advisors’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 | $316K | Buy |
+2,687
| New | +$316K | 0.01% | 676 |
|
|
2024
Q4 | $361K | Sell |
3,553
-20
| -0.6% | -$2.03K | 0.01% | 799 |
|
|
2024
Q3 | $351K | Sell |
3,573
-50
| -1% | -$4.92K | 0.01% | 880 |
|
|
2024
Q2 | $342K | Sell |
3,623
-1,300
| -26% | -$123K | 0.01% | 962 |
|
|
2024
Q1 | $334K | Buy |
4,923
+308
| +7% | +$20.9K | 0.01% | 996 |
|
|
2023
Q4 | $359K | Sell |
4,615
-308
| -6% | -$23.9K | 0.01% | 973 |
|
|
2023
Q3 | $334K | Sell |
4,923
-310
| -6% | -$21K | 0.01% | 996 |
|
|
2023
Q2 | $370K | Sell |
5,233
-29
| -0.6% | -$2.05K | 0.01% | 1015 |
|
|
2023
Q1 | $342K | Sell |
5,262
-1,606
| -23% | -$104K | 0.01% | 1002 |
|
|
2022
Q4 | $410K | Sell |
6,868
-87
| -1% | -$5.2K | 0.01% | 867 |
|
|
2022
Q3 | $397K | Buy |
+6,955
| New | +$397K | 0.01% | 865 |
|
|
2022
Q1 | – | Sell |
-2,915
| Closed | -$236K | – | 1478 |
|
|
2021
Q4 | $236K | Sell |
2,915
-80
| -3% | -$6.48K | 0.01% | 1193 |
|
|
2021
Q3 | $222K | Hold |
2,995
| – | – | 0.01% | 1191 |
|
|
2021
Q2 | $223K | Sell |
2,995
-140
| -4% | -$10.4K | 0.01% | 1165 |
|
|
2021
Q1 | $214K | Buy |
+3,135
| New | +$214K | 0.01% | 1161 |
|