EP Wealth Advisors’s Invesco Building & Construction ETF PKB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Sell |
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|
2025
Q1 | $800K | Sell |
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|
2024
Q4 | $915K | Hold |
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|
2024
Q3 | $962K | Hold |
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|
2024
Q2 | $820K | Hold |
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|
2024
Q1 | $905K | Hold |
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|
2023
Q4 | $763K | Hold |
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|
2023
Q3 | $610K | Buy |
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|
2023
Q2 | $657K | Sell |
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|
2023
Q1 | $362K | Buy |
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|
2022
Q4 | $484K | Hold |
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|
2022
Q3 | $441K | Hold |
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|
2022
Q2 | $439K | Hold |
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|
2022
Q1 | $509K | Sell |
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|
2021
Q4 | $763K | Hold |
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|
2021
Q3 | $663K | Sell |
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|
2021
Q2 | $716K | Sell |
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|
2021
Q1 | $937K | Buy |
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|
2020
Q4 | $780K | Hold |
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|
2020
Q3 | $687K | Buy |
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