GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,454
| Closed | -$1.47M | – | 1636 |
|
|
2024
Q4 | $1.47M | Buy |
14,454
+9,744
| +207% | +$991K | 0.05% | 220 |
|
|
2024
Q3 | $465K | Buy |
+4,710
| New | +$465K | 0.02% | 479 |
|
|
2024
Q2 | – | Sell |
-10,277
| Closed | -$918K | – | 931 |
|
|
2024
Q1 | $918K | Buy |
+10,277
| New | +$918K | 0.04% | 315 |
|
|
2023
Q4 | – | Sell |
-104,913
| Closed | -$7.11M | – | 713 |
|
|
2023
Q3 | $7.11M | Buy |
+104,913
| New | +$7.11M | 0.81% | 33 |
|