Beacon Financial Advisory’s Invesco Large Cap Growth ETF PWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $633K | Sell |
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|
2025
Q2 | $600K | Buy |
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|
2025
Q1 | $478K | Hold |
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|
2024
Q4 | $507K | Hold |
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|
2024
Q3 | $491K | Sell |
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|
2024
Q2 | $581K | Buy |
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|
2024
Q1 | $474K | Hold |
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|
2023
Q4 | $412K | Hold |
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|
2023
Q3 | $360K | Hold |
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|
2023
Q2 | $375K | Sell |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $383K | Hold |
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|
2022
Q3 | $365K | Hold |
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $517K | Sell |
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|
2021
Q4 | $588K | Sell |
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|
2021
Q3 | $561K | Hold |
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|
2021
Q2 | $564K | Hold |
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|
2021
Q1 | $516K | Hold |
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|
2020
Q4 | $511K | Hold |
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|
2020
Q3 | $468K | Buy |
|