IAM Advisory’s Invesco Large Cap Growth ETF PWB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $362K | Hold |
|
|||||
2025
Q1 | $296K | Sell |
|
|||||
2024
Q4 | $314K | Sell |
|
|||||
2024
Q3 | $306K | Sell |
|
|||||
2024
Q2 | $311K | Hold |
|
|||||
2024
Q1 | $294K | Sell |
|
|||||
2023
Q4 | $258K | Sell |
|
|||||
2023
Q3 | $233K | Sell |
|
|||||
2023
Q2 | $260K | Buy |
|
|||||
2023
Q1 | $239K | Sell |
|
|||||
2022
Q4 | $302K | Sell |
|
|||||
2022
Q3 | $297K | Sell |
|
|||||
2022
Q2 | $369K | Sell |
|
|||||
2022
Q1 | $1M | Sell |
|
|||||
2021
Q4 | $10.4M | Sell |
|
|||||
2021
Q3 | $19.2M | Buy |
|
|||||
2021
Q2 | – | Sell |
|
|||||
2021
Q1 | $19M | Buy |
|
|||||
2020
Q4 | $18.6M | Buy |
|