Investment Advisory Group’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
Q2 | $270K | Hold |
2,300
| – | – | 0.08% | 145 |
|
|
2025
Q1 | $221K | Sell |
2,300
-500
| -18% | -$48K | 0.07% | 154 |
|
|
2024
Q4 | $285K | Hold |
2,800
| – | – | 0.1% | 128 |
|
|
2024
Q3 | $276K | Hold |
2,800
| – | – | 0.1% | 137 |
|
|
2024
Q2 | $264K | Hold |
2,800
| – | – | 0.1% | 131 |
|
|
2024
Q1 | $250K | Hold |
2,800
| – | – | 0.1% | 135 |
|
|
2023
Q4 | $218K | Buy |
+2,800
| New | +$218K | 0.1% | 139 |
|
|
2022
Q2 | – | Sell |
-2,800
| Closed | -$202K | – | 133 |
|
|
2022
Q1 | $202K | Hold |
2,800
| – | – | 0.12% | 125 |
|
|
2021
Q4 | $203K | Buy |
+2,800
| New | +$203K | 0.13% | 118 |
|