Riverpoint Wealth Management Holdings’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-22,008
| Closed | -$1.64M | – | 72 |
|
2021
Q2 | $1.64M | Buy |
22,008
+299
| +1% | +$22.3K | 0.45% | 29 |
|
2021
Q1 | $1.48M | Sell |
21,709
-926
| -4% | -$63K | 0.45% | 29 |
|
2020
Q4 | $1.53M | Buy |
22,635
+2,584
| +13% | +$175K | 0.48% | 30 |
|
2020
Q3 | $1.24M | Buy |
20,051
+1,716
| +9% | +$106K | 0.45% | 32 |
|
2020
Q2 | $1M | Buy |
18,335
+279
| +2% | +$15.3K | 0.39% | 34 |
|
2020
Q1 | $790K | Buy |
18,056
+3,468
| +24% | +$152K | 0.39% | 32 |
|
2019
Q4 | $750K | Buy |
14,588
+1,466
| +11% | +$75.4K | 0.3% | 38 |
|
2019
Q3 | $634K | Buy |
13,122
+668
| +5% | +$32.3K | 0.28% | 35 |
|
2019
Q2 | $602K | Buy |
12,454
+4,363
| +54% | +$211K | 0.27% | 34 |
|
2019
Q1 | $384K | Buy |
8,091
+197
| +2% | +$9.35K | 0.19% | 40 |
|
2018
Q4 | $328K | Buy |
7,894
+2,571
| +48% | +$107K | 0.18% | 44 |
|
2018
Q3 | $256K | Buy |
+5,323
| New | +$256K | 0.13% | 56 |
|