Evolution Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Hold |
5,000
| – | – | 0.09% | 92 |
|
|
2025
Q1 | $480K | Hold |
5,000
| – | – | 0.08% | 92 |
|
|
2024
Q4 | $509K | Buy |
+5,000
| New | +$509K | 0.09% | 88 |
|
|
2024
Q3 | – | Sell |
-5,000
| Closed | -$472K | – | 141 |
|
|
2024
Q2 | $472K | Hold |
5,000
| – | – | 0.09% | 84 |
|
|
2024
Q1 | $446K | Buy |
+5,000
| New | +$446K | 0.09% | 86 |
|
|
2022
Q1 | – | Sell |
-10,000
| Closed | -$808 | – | 143 |
|
|
2021
Q4 | $808 | Buy |
+10,000
| New | +$808 | 0.12% | 57 |
|