Liberty Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-217
| Closed | -$20K | – | 842 |
|
|
2021
Q3 | $20K | Hold |
217
| – | – | 0.01% | 645 |
|
|
2021
Q2 | $20K | Buy |
217
+2
| +0.9% | +$184 | 0.01% | 508 |
|
|
2021
Q1 | $16K | Hold |
215
| – | – | 0.01% | 504 |
|
|
2020
Q4 | $16K | Hold |
215
| – | – | 0.01% | 501 |
|
|
2020
Q3 | $13K | Buy |
215
+1
| +0.5% | +$60 | 0.01% | 478 |
|
|
2020
Q2 | $12K | Buy |
214
+1
| +0.5% | +$56 | 0.01% | 461 |
|
|
2020
Q1 | $10K | Buy |
213
+2
| +0.9% | +$94 | 0.01% | 462 |
|
|
2019
Q4 | $15K | Hold |
211
| – | – | 0.01% | 462 |
|
|
2019
Q3 | $13K | Buy |
211
+1
| +0.5% | +$62 | 0.01% | 472 |
|
|
2019
Q2 | $13K | Buy |
210
+1
| +0.5% | +$62 | 0.01% | 477 |
|
|
2019
Q1 | $12K | Buy |
209
+1
| +0.5% | +$57 | 0.01% | 412 |
|
|
2018
Q4 | $10K | Buy |
+208
| New | +$10K | 0.01% | 431 |
|