Strategic Family Wealth Counselors’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 | $357K | Sell |
3,040
-79
| -3% | -$9.28K | 0.1% | 111 |
|
|
2025
Q1 | $300K | Hold |
3,119
| – | – | 0.1% | 112 |
|
|
2024
Q4 | $317K | Sell |
3,119
-78
| -2% | -$7.94K | 0.1% | 106 |
|
|
2024
Q3 | $315K | Hold |
3,197
| – | – | 0.11% | 101 |
|
|
2024
Q2 | $302K | Hold |
3,197
| – | – | 0.11% | 94 |
|
|
2024
Q1 | $285K | Hold |
3,197
| – | – | 0.11% | 90 |
|
|
2023
Q4 | $248K | Hold |
3,197
| – | – | 0.1% | 99 |
|
|
2023
Q3 | $217K | Hold |
3,197
| – | – | 0.1% | 101 |
|
|
2023
Q2 | $226K | Hold |
3,197
| – | – | 0.1% | 96 |
|
|
2023
Q1 | $208K | Buy |
+3,197
| New | +$208K | 0.1% | 98 |
|
|
2022
Q2 | – | Sell |
-3,197
| Closed | -$231K | – | 102 |
|
|
2022
Q1 | $231K | Hold |
3,197
| – | – | 0.09% | 92 |
|
|
2021
Q4 | $258K | Hold |
3,197
| – | – | 0.08% | 85 |
|
|
2021
Q3 | $237K | Hold |
3,197
| – | – | 0.08% | 79 |
|
|
2021
Q2 | $238K | Hold |
3,197
| – | – | 0.08% | 77 |
|
|
2021
Q1 | $218K | Sell |
3,197
-595
| -16% | -$40.6K | 0.08% | 78 |
|
|
2020
Q4 | $256K | Hold |
3,792
| – | – | 0.13% | 67 |
|
|
2020
Q3 | $235K | Hold |
3,792
| – | – | 0.13% | 63 |
|
|
2020
Q2 | $208K | Buy |
+3,792
| New | +$208K | 0.13% | 69 |
|