JPL Wealth Management’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 | $4.64M | Sell |
39,516
-16
| -0% | -$1.88K | 1.25% | 27 |
|
|
2025
Q1 | $3.8M | Buy |
39,532
+337
| +0.9% | +$32.4K | 1.08% | 37 |
|
|
2024
Q4 | $3.99M | Buy |
+39,195
| New | +$3.99M | 1.14% | 30 |
|
|
2024
Q2 | $2.62M | Buy |
27,731
+559
| +2% | +$52.8K | 1.28% | 31 |
|
|
2024
Q1 | $2.43M | Buy |
27,172
+4,698
| +21% | +$419K | 1.34% | 26 |
|
|
2023
Q4 | $1.75M | Buy |
+22,474
| New | +$1.75M | 1.26% | 26 |
|