Lowe Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-14,776
| Closed | -$670K | – | 257 |
|
|
2016
Q1 | $670K | Sell |
14,776
-44,203
| -75% | -$2M | 0.46% | 26 |
|
|
2015
Q4 | $2.68M | Buy |
58,979
+667
| +1% | +$30.3K | 1.82% | 15 |
|
|
2015
Q3 | $2.55M | Sell |
58,312
-500
| -0.9% | -$21.9K | 1.93% | 12 |
|
|
2015
Q2 | $2.86M | Buy |
58,812
+2,039
| +4% | +$99.1K | 1.94% | 14 |
|
|
2015
Q1 | $2.8M | Buy |
56,773
+946
| +2% | +$46.6K | 1.9% | 14 |
|
|
2014
Q4 | $2.68M | Buy |
+55,827
| New | +$2.68M | 1.92% | 13 |
|