IAG Wealth Partners’s Invesco MSCI USA ETF PBUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
21,825
+1,187
| +6% | +$73.8K | 0.18% | 59 |
|
|
2025
Q1 | $1.16M | Sell |
20,638
-615
| -3% | -$34.5K | 0.18% | 59 |
|
|
2024
Q4 | $1.25M | Sell |
21,253
-2,910
| -12% | -$171K | 0.22% | 55 |
|
|
2024
Q3 | $1.39M | Sell |
24,163
-953
| -4% | -$54.7K | 0.26% | 50 |
|
|
2024
Q2 | $1.37M | Sell |
25,116
-4,389
| -15% | -$239K | 0.27% | 46 |
|
|
2024
Q1 | $1.55M | Sell |
29,505
-2,186
| -7% | -$115K | 0.33% | 42 |
|
|
2023
Q4 | $1.51M | Sell |
31,691
-2,726
| -8% | -$130K | 0.35% | 40 |
|
|
2023
Q3 | $1.47M | Sell |
34,417
-11,027
| -24% | -$471K | 0.41% | 37 |
|
|
2023
Q2 | $2.01M | Sell |
45,444
-2,592
| -5% | -$115K | 0.53% | 32 |
|
|
2023
Q1 | $1.96M | Sell |
48,036
-11,993
| -20% | -$489K | 0.54% | 32 |
|
|
2022
Q4 | $2.28M | Sell |
60,029
-32,868
| -35% | -$1.25M | 0.67% | 28 |
|
|
2022
Q3 | $3.32M | Sell |
92,897
-20,599
| -18% | -$737K | 1.1% | 21 |
|
|
2022
Q2 | $4.28M | Buy |
113,496
+102,080
| +894% | +$3.84M | 1.4% | 20 |
|
|
2022
Q1 | $520K | Buy |
11,416
+6,765
| +145% | +$308K | 0.16% | 46 |
|
|
2021
Q4 | $224K | Buy |
4,651
+2,999
| +182% | +$144K | 0.07% | 56 |
|
|
2021
Q3 | $73K | Buy |
1,652
+1,245
| +306% | +$55K | 0.03% | 101 |
|
|
2021
Q2 | $18K | Buy |
+407
| New | +$18K | 0.01% | 201 |
|