Next Financial Group’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 |
-51
| Closed | -$3K | – | 2350 |
|
|
2019
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 2101 |
|
|
2019
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 2141 |
|
|
2019
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 2143 |
|
|
2019
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 1484 |
|
|
2018
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 1759 |
|
|
2018
Q3 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 1324 |
|
|
2017
Q1 | – | Sell |
-117
| Closed | -$4K | – | 2198 |
|
|
2016
Q4 | $4K | Hold |
117
| – | – | ﹤0.01% | 2007 |
|
|
2016
Q3 | $4K | Buy |
+117
| New | +$4K | ﹤0.01% | 2012 |
|
|
2014
Q4 | – | Sell |
-426
| Closed | -$12K | – | 2255 |
|
|
2014
Q3 | $12K | Buy |
426
+360
| +545% | +$10.1K | ﹤0.01% | 1679 |
|
|
2014
Q2 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 1078 |
|