HC Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.17M | Buy |
19,902
+834
| +4% | +$48.9K | 0.78% | 47 |
|
|
2022
Q1 | $1.38M | Buy |
19,068
+5,661
| +42% | +$409K | 0.82% | 44 |
|
|
2021
Q4 | $1.08M | Buy |
13,407
+394
| +3% | +$31.8K | 0.6% | 55 |
|
|
2021
Q3 | $963K | Buy |
13,013
+80
| +0.6% | +$5.92K | 0.58% | 56 |
|
|
2021
Q2 | $963K | Buy |
12,933
+610
| +5% | +$45.4K | 0.56% | 55 |
|
|
2021
Q1 | $839K | Buy |
12,323
+370
| +3% | +$25.2K | 0.51% | 55 |
|
|
2020
Q4 | $808K | Buy |
11,953
+247
| +2% | +$16.7K | 0.52% | 57 |
|
|
2020
Q3 | $725K | Sell |
11,706
-1,711
| -13% | -$106K | 0.52% | 57 |
|
|
2020
Q2 | $735K | Sell |
13,417
-313
| -2% | -$17.1K | 0.57% | 55 |
|
|
2020
Q1 | $601K | Buy |
13,730
+787
| +6% | +$34.4K | 0.54% | 56 |
|
|
2019
Q4 | $665K | Buy |
12,943
+167
| +1% | +$8.58K | 0.52% | 58 |
|
|
2019
Q3 | $618K | Sell |
12,776
-1,050
| -8% | -$50.8K | 0.53% | 56 |
|
|
2019
Q2 | $669K | Sell |
13,826
-370
| -3% | -$17.9K | 0.67% | 44 |
|
|
2019
Q1 | $674K | Buy |
14,196
+310
| +2% | +$14.7K | 0.71% | 43 |
|
|
2018
Q4 | $576K | Sell |
13,886
-510
| -4% | -$21.2K | 1.29% | 20 |
|
|
2018
Q3 | $694K | Sell |
14,396
-536
| -4% | -$25.8K | 0.61% | 51 |
|
|
2018
Q2 | $672K | Buy |
14,932
+1,425
| +11% | +$64.1K | 0.66% | 53 |
|
|
2018
Q1 | $578K | Buy |
13,507
+1,365
| +11% | +$58.4K | 0.57% | 54 |
|
|
2017
Q4 | $504K | Buy |
+12,142
| New | +$504K | 0.49% | 57 |
|