BigSur Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Hold |
4,900
| – | – | 0.15% | 109 |
|
|
2025
Q1 | $552K | Hold |
4,900
| – | – | 0.15% | 113 |
|
|
2024
Q4 | $564K | Hold |
4,900
| – | – | 0.16% | 111 |
|
|
2024
Q3 | $561K | Hold |
4,900
| – | – | 0.15% | 111 |
|
|
2024
Q2 | $509K | Hold |
4,900
| – | – | 0.16% | 110 |
|
|
2024
Q1 | $530K | Buy |
+4,900
| New | +$530K | 0.17% | 106 |
|
|
2023
Q2 | – | Sell |
-7,000
| Closed | -$595K | – | 130 |
|
|
2023
Q1 | $595K | Buy |
+7,000
| New | +$595K | 0.28% | 78 |
|