Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,956
| Closed | -$666K | – | 406 |
|
|
2019
Q4 | $666K | Buy |
12,956
+9
| +0.1% | +$463 | 0.11% | 197 |
|
|
2019
Q3 | $626K | Buy |
12,947
+29
| +0.2% | +$1.4K | 0.11% | 213 |
|
|
2019
Q2 | $625K | Sell |
12,918
-152
| -1% | -$7.35K | 0.14% | 163 |
|
|
2019
Q1 | $620K | Buy |
13,070
+207
| +2% | +$9.82K | 0.15% | 153 |
|
|
2018
Q4 | $533K | Buy |
+12,863
| New | +$533K | 0.16% | 149 |
|