Spire Wealth Management’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
2024
Q2
Sell
-70
Closed -$7.63K 2353
2024
Q1
$7.63K Hold
70
﹤0.01% 1795
2023
Q4
$6.91K Sell
70
-4,328
-98% -$427K ﹤0.01% 1863
2023
Q3
$396K Buy
4,398
+4,330
+6,368% +$390K 0.02% 525
2023
Q2
$6.09K Sell
68
-51
-43% -$4.57K ﹤0.01% 1953
2023
Q1
$10.1K Sell
119
-5,991
-98% -$510K ﹤0.01% 1841
2022
Q4
$523K Buy
6,110
+5,866
+2,404% +$502K 0.03% 356
2022
Q3
$18K Sell
244
-70
-22% -$5.16K ﹤0.01% 1373
2022
Q2
$24K Sell
314
-106,653
-100% -$8.15M ﹤0.01% 1594
2022
Q1
$9.69M Sell
106,967
-34,505
-24% -$3.12M 0.26% 108
2021
Q4
$13.7M Buy
141,472
+8,010
+6% +$776K 0.3% 97
2021
Q3
$12M Sell
133,462
-642
-0.5% -$57.9K 0.32% 88
2021
Q2
$12.2M Buy
134,104
+131,782
+5,675% +$12M 0.33% 80
2021
Q1
$196K Buy
+2,322
New +$196K 0.01% 1076