Kelman-Lazarov Inc’s Invesco BuyBack Achievers ETF PKW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
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|
2025
Q1 | $224K | Buy |
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|
2024
Q4 | $228K | Hold |
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|
2024
Q3 | $227K | Hold |
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|
2024
Q2 | $206K | Hold |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $246K | Sell |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $272K | Hold |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $334K | Hold |
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|
2021
Q4 | $356K | Hold |
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|
2021
Q3 | $333K | Hold |
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|
2021
Q2 | $333K | Hold |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $296K | Hold |
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|
2020
Q3 | $243K | Hold |
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|
2020
Q2 | $232K | Sell |
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|
2020
Q1 | $252K | Sell |
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|
2019
Q4 | $616K | Sell |
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|
2019
Q3 | $614K | Sell |
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|
2019
Q2 | $625K | Sell |
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|
2019
Q1 | $702K | Sell |
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|
2018
Q4 | $709K | Sell |
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|
2018
Q3 | $1.12M | Sell |
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|
2018
Q2 | $1.14M | Sell |
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|
2018
Q1 | $1.15M | Sell |
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|
2017
Q4 | $1.25M | Sell |
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|
2017
Q3 | $1.19M | Sell |
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|
2017
Q2 | $1.21M | Sell |
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|
2017
Q1 | $1.25M | Sell |
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|
2016
Q4 | $1.34M | Sell |
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|
2016
Q3 | $1.28M | Sell |
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|
2016
Q2 | $1.24M | Hold |
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|
2016
Q1 | $1.25M | Buy |
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