EPG Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | -$567K | – | 449 |
|
|
2024
Q2 | – | Sell |
-6,000
| Closed | -$536K | – | 158 |
|
|
2024
Q1 | $536K | Hold |
6,000
| – | – | 0.13% | 163 |
|
|
2023
Q4 | $512K | Hold |
6,000
| – | – | 0.13% | 156 |
|
|
2023
Q3 | $407K | Hold |
6,000
| – | – | 0.12% | 164 |
|
|
2023
Q2 | $424K | Hold |
6,000
| – | – | 0.13% | 159 |
|
|
2023
Q1 | $390K | Hold |
6,000
| – | – | 0.12% | 162 |
|
|
2022
Q4 | $358K | Hold |
6,000
| – | – | 0.14% | 140 |
|
|
2022
Q3 | $342K | Hold |
6,000
| – | – | 0.14% | 143 |
|
|
2022
Q2 | $352K | Hold |
6,000
| – | – | 0.15% | 144 |
|
|
2022
Q1 | $434K | Hold |
6,000
| – | – | 0.15% | 128 |
|
|
2021
Q4 | $485K | Hold |
6,000
| – | – | 0.17% | 122 |
|
|
2021
Q3 | $444K | Buy |
+6,000
| New | +$444K | 0.18% | 118 |
|