BWG
Balanced Wealth Group’s Invesco Large Cap Growth ETF PWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
17,442
-171
| -1% | -$20.3K | 0.9% | 20 |
|
|
2025
Q1 | $1.69M | Hold |
17,613
| – | – | 0.82% | 20 |
|
|
2024
Q4 | $1.9M | Sell |
17,613
-35
| -0.2% | -$3.77K | 0.85% | 20 |
|
|
2024
Q3 | $1.74M | Sell |
17,648
-104
| -0.6% | -$10.3K | 0.77% | 21 |
|
|
2024
Q2 | $1.68M | Buy |
17,752
+47
| +0.3% | +$4.44K | 0.76% | 21 |
|
|
2024
Q1 | $1.57M | Buy |
17,705
+2
| +0% | +$177 | 0.7% | 23 |
|
|
2023
Q4 | $1.38M | Buy |
+17,703
| New | +$1.38M | 0.72% | 24 |
|