Spire 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 | $2.84M | Sell |
24,201
-10,173
| -30% | -$1.19M | 0.1% | 167 |
|
|
2025
Q1 | $3.3M | Sell |
34,374
-865
| -2% | -$83.1K | 0.11% | 170 |
|
|
2024
Q4 | $3.59M | Sell |
35,239
-608
| -2% | -$61.9K | 0.11% | 158 |
|
|
2024
Q3 | $3.54M | Buy |
35,847
+804
| +2% | +$79.3K | 0.12% | 144 |
|
|
2024
Q2 | $3.31M | Buy |
35,043
+2,865
| +9% | +$271K | 0.12% | 166 |
|
|
2024
Q1 | $2.87M | Buy |
32,178
+2,933
| +10% | +$262K | 0.05% | 205 |
|
|
2023
Q4 | $2.37M | Sell |
29,245
-74,030
| -72% | -$5.99M | 0.08% | 211 |
|
|
2023
Q3 | $4.87M | Buy |
103,275
+79,025
| +326% | +$3.73M | 0.19% | 109 |
|
|
2023
Q2 | $1.71M | Sell |
24,250
-210
| -0.9% | -$14.8K | 0.06% | 256 |
|
|
2023
Q1 | $1.59M | Buy |
24,460
+4,798
| +24% | +$312K | 0.06% | 259 |
|
|
2022
Q4 | $1.18M | Hold |
19,662
| – | – | 0.07% | 215 |
|
|
2022
Q3 | $1.12M | Sell |
19,662
-5,059
| -20% | -$288K | 0.07% | 197 |
|
|
2022
Q2 | $1.45M | Sell |
24,721
-2,219
| -8% | -$130K | 0.06% | 258 |
|
|
2022
Q1 | $1.95M | Sell |
26,940
-150
| -0.6% | -$10.8K | 0.05% | 282 |
|
|
2021
Q4 | $2.19M | Sell |
27,090
-3,224
| -11% | -$260K | 0.05% | 295 |
|
|
2021
Q3 | $2.24M | Sell |
30,314
-386
| -1% | -$28.6K | 0.06% | 262 |
|
|
2021
Q2 | $2.29M | Sell |
30,700
-607
| -2% | -$45.2K | 0.06% | 272 |
|
|
2021
Q1 | $2.13M | Buy |
+31,307
| New | +$2.13M | 0.06% | 266 |
|