EverSource Wealth Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Hold |
2,993
| – | – | 0.02% | 591 |
|
|
2025
Q1 | $287K | Hold |
2,993
| – | – | 0.02% | 540 |
|
|
2024
Q4 | $305K | Sell |
2,993
-230
| -7% | -$23.4K | 0.02% | 501 |
|
|
2024
Q3 | $318K | Sell |
3,223
-150
| -4% | -$14.8K | 0.02% | 432 |
|
|
2024
Q2 | $312K | Hold |
3,373
| – | – | 0.02% | 427 |
|
|
2024
Q1 | $287K | Sell |
3,373
-25
| -0.7% | -$2.13K | 0.02% | 387 |
|
|
2023
Q4 | $264K | Sell |
3,398
-137
| -4% | -$10.6K | 0.02% | 371 |
|
|
2023
Q3 | $240K | Hold |
3,535
| – | – | 0.03% | 359 |
|
|
2023
Q2 | $250K | Hold |
3,535
| – | – | 0.03% | 350 |
|
|
2023
Q1 | $230K | Buy |
3,535
+335
| +10% | +$21.8K | 0.03% | 350 |
|
|
2022
Q4 | $191K | Buy |
+3,200
| New | +$191K | 0.03% | 358 |
|