Caldwell Trust’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-100
2023
Q2
$8.95K Hold
100
2023
Q1
$8.51K Hold
100
2022
Q4
$8.56K Hold
100
2022
Q3
$7.42K Hold
100
2022
Q2
$7.75K Hold
100
2022
Q1
$9.05K Hold
100
2021
Q4
$9.65K Hold
100
2021
Q3
$9.02K Hold
100
2021
Q2
$9.03K Hold
100
2021
Q1
$8.42K Hold
100
2020
Q4
$7.33K Hold
100
2020
Q3
$6.02K Hold
100
2020
Q2
$5.74K Hold
100
2020
Q1
$4.85K Hold
100
2019
Q4
$6.9K Buy
+100