IWA
IBEX Wealth Advisors’s Invesco Building & Construction ETF PKB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Sell |
9,077
-1,729
| -16% | -$139K | 0.08% | 131 |
|
|
2025
Q1 | $728K | Sell |
10,806
-678
| -6% | -$45.7K | 0.1% | 109 |
|
|
2024
Q4 | $869K | Buy |
+11,484
| New | +$869K | 0.1% | 120 |
|
|
2023
Q1 | – | Sell |
-5,335
| Closed | -$218K | – | 153 |
|
|
2022
Q4 | $218K | Sell |
5,335
-705
| -12% | -$28.8K | 0.05% | 159 |
|
|
2022
Q3 | $224K | Buy |
6,040
+54
| +0.9% | +$2K | 0.06% | 133 |
|
|
2022
Q2 | $222K | Sell |
5,986
-34
| -0.6% | -$1.26K | 0.05% | 140 |
|
|
2022
Q1 | $258K | Buy |
6,020
+300
| +5% | +$12.9K | 0.05% | 142 |
|
|
2021
Q4 | $312K | Buy |
5,720
+932
| +19% | +$50.8K | 0.06% | 148 |
|
|
2021
Q3 | $227K | Buy |
+4,788
| New | +$227K | 0.04% | 164 |
|