Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,063
| Closed | -$69.1K | – | 2671 |
|
|
2023
Q1 | $69.1K | Hold |
1,063
| – | – | ﹤0.01% | 1519 |
|
|
2022
Q4 | $63.5K | Buy |
+1,063
| New | +$63.5K | ﹤0.01% | 1475 |
|
|
2022
Q1 | – | Sell |
-1,263
| Closed | -$102K | – | 1291 |
|
|
2021
Q4 | $102K | Buy |
+1,263
| New | +$102K | 0.01% | 1183 |
|
|
2021
Q2 | – | Sell |
-2,263
| Closed | -$154K | – | 1172 |
|
|
2021
Q1 | $154K | Buy |
+2,263
| New | +$154K | 0.01% | 843 |
|