Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-525
| Closed | -$39K | – | 419 |
|
|
2021
Q3 | $39K | Sell |
525
-290
| -36% | -$21.5K | 0.02% | 320 |
|
|
2021
Q2 | $61K | Hold |
815
| – | – | 0.03% | 305 |
|
|
2021
Q1 | $55K | Hold |
815
| – | – | 0.02% | 316 |
|
|
2020
Q4 | $55K | Hold |
815
| – | – | 0.03% | 290 |
|
|
2020
Q3 | $50K | Hold |
815
| – | – | 0.03% | 251 |
|
|
2020
Q2 | $45K | Hold |
815
| – | – | 0.03% | 255 |
|
|
2020
Q1 | $36K | Hold |
815
| – | – | 0.03% | 253 |
|
|
2019
Q4 | $42K | Buy |
+815
| New | +$42K | 0.02% | 301 |
|