LCWP
Legacy Capital Wealth Partners’s Invesco BuyBack Achievers ETF PKW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.45M | Sell |
65,461
-4,177
| -6% | -$475K | 1.7% | 8 |
|
|
2025
Q1 | $7.26M | Sell |
69,638
-10,900
| -14% | -$1.14M | 1.79% | 10 |
|
|
2024
Q4 | $8.68M | Sell |
80,538
-19,777
| -20% | -$2.13M | 2.15% | 5 |
|
|
2024
Q3 | $11M | Buy |
100,315
+21,547
| +27% | +$2.35M | 2.19% | 7 |
|
|
2024
Q2 | $8.18M | Buy |
+78,768
| New | +$8.18M | 2.08% | 7 |
|
|
2024
Q1 | – | Sell |
-93,813
| Closed | -$9.29M | – | 276 |
|
|
2023
Q4 | $9.29M | Sell |
93,813
-8,827
| -9% | -$874K | 2.63% | 5 |
|
|
2023
Q3 | $9.23M | Buy |
102,640
+21,632
| +27% | +$1.95M | 2.53% | 8 |
|
|
2023
Q2 | $7.25M | Sell |
81,008
-51,933
| -39% | -$4.65M | 6.02% | 4 |
|
|
2023
Q1 | $11.3M | Sell |
132,941
-5,909
| -4% | -$503K | 3.09% | 6 |
|
|
2022
Q4 | $11.9M | Buy |
138,850
+491
| +0.4% | +$42K | 5.68% | 3 |
|
|
2022
Q3 | $10.3M | Sell |
138,359
-2,769
| -2% | -$206K | 5.45% | 3 |
|
|
2022
Q2 | $10.9M | Buy |
141,128
+1,637
| +1% | +$127K | 5.5% | 3 |
|
|
2022
Q1 | $12.6M | Sell |
139,491
-2,508
| -2% | -$227K | 5.42% | 3 |
|
|
2021
Q4 | $13.6M | Sell |
141,999
-2,394,367
| -94% | -$229M | 5.6% | 9 |
|
|
2021
Q3 | $12.7M | Buy |
2,536,366
+2,424,277
| +2,163% | +$12.1M | 4.95% | 9 |
|
|
2021
Q2 | $10.1M | Buy |
+112,089
| New | +$10.1M | 5.45% | 10 |
|