Founders Financial Securities’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 | $885K | Buy |
+7,538
| New | +$885K | 0.07% | 260 |
|
|
2019
Q4 | – | Sell |
-46,357
| Closed | -$2.24M | – | 140 |
|
|
2019
Q3 | $2.24M | Buy |
46,357
+1,998
| +5% | +$96.6K | 0.71% | 36 |
|
|
2019
Q2 | $2.15M | Buy |
44,359
+4,852
| +12% | +$235K | 0.71% | 33 |
|
|
2019
Q1 | $1.88M | Buy |
39,507
+7,704
| +24% | +$366K | 0.59% | 37 |
|
|
2018
Q4 | $1.32M | Sell |
31,803
-2,914
| -8% | -$121K | 0.48% | 36 |
|
|
2018
Q3 | $1.68M | Buy |
34,717
+2,352
| +7% | +$113K | 0.47% | 37 |
|
|
2018
Q2 | $1.46M | Sell |
32,365
-4,408
| -12% | -$198K | 0.45% | 38 |
|
|
2018
Q1 | $1.57M | Buy |
36,773
+1,627
| +5% | +$69.6K | 0.51% | 32 |
|
|
2017
Q4 | $1.46M | Sell |
35,146
-3,731
| -10% | -$155K | 0.49% | 34 |
|
|
2017
Q3 | $1.51M | Buy |
38,877
+637
| +2% | +$24.8K | 0.54% | 30 |
|
|
2017
Q2 | $1.38M | Buy |
38,240
+5,217
| +16% | +$188K | 0.52% | 34 |
|
|
2017
Q1 | $1.13M | Sell |
33,023
-60,599
| -65% | -$2.08M | 0.43% | 38 |
|
|
2016
Q4 | $2.99M | Buy |
93,622
+13,115
| +16% | +$419K | 1.24% | 21 |
|
|
2016
Q3 | $2.55M | Buy |
80,507
+5,564
| +7% | +$176K | 1.09% | 29 |
|
|
2016
Q2 | $2.34M | Buy |
74,943
+2,419
| +3% | +$75.5K | 1.07% | 31 |
|
|
2016
Q1 | $2.24M | Sell |
72,524
-3,766
| -5% | -$116K | 1.05% | 31 |
|
|
2015
Q4 | $2.39M | Buy |
76,290
+1,553
| +2% | +$48.6K | 1.11% | 29 |
|
|
2015
Q3 | $2.19M | Buy |
+74,737
| New | +$2.19M | 1.08% | 30 |
|