Empirical Wealth Management’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.08M | Sell |
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2025
Q1 | $2.45M | Sell |
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2024
Q4 | $2.85M | Sell |
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2024
Q3 | $4.58M | Buy |
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2024
Q2 | $4.43M | Sell |
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2024
Q1 | $4.58M | Sell |
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2023
Q4 | $4.73M | Buy |
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2023
Q3 | $4.22M | Sell |
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2023
Q2 | $4.43M | Sell |
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2023
Q1 | $4.29M | Buy |
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2022
Q4 | $3.41M | Buy |
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2022
Q3 | $2.65M | Sell |
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2022
Q2 | $3.14M | Buy |
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2022
Q1 | $2.43M | Buy |
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2021
Q4 | $2.17M | Sell |
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2021
Q3 | $2.23M | Hold |
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2021
Q2 | $2.19M | Sell |
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2021
Q1 | $2.18M | Hold |
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2020
Q4 | $2.06M | Sell |
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2020
Q3 | $2.13M | Sell |
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2020
Q2 | $2.09M | Sell |
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2020
Q1 | $3.5M | Buy |
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2019
Q4 | $1.58M | Sell |
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2019
Q3 | $1.6M | Sell |
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2019
Q2 | $2.11M | Buy |
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2019
Q1 | $1.06M | Buy |
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2018
Q4 | $715K | Buy |
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