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