Meridian Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Sell |
49,400
-1,663
| -3% | -$195K | 0.25% | 95 |
|
|
2025
Q1 | $4.9M | Sell |
51,063
-439
| -0.9% | -$42.2K | 0.24% | 94 |
|
|
2024
Q4 | $5.24M | Buy |
51,502
+294
| +0.6% | +$29.9K | 0.25% | 89 |
|
|
2024
Q3 | $5.05M | Buy |
51,208
+1,040
| +2% | +$103K | 0.25% | 87 |
|
|
2024
Q2 | $4.74M | Buy |
+50,168
| New | +$4.74M | 0.57% | 40 |
|
|
2024
Q1 | – | Sell |
-48,979
| Closed | -$3.81M | – | 421 |
|
|
2023
Q4 | $3.81M | Buy |
+48,979
| New | +$3.81M | 0.24% | 90 |
|