Summit Financial’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 | $296K | Sell |
2,524
-1,962
| -44% | -$230K | 0.01% | 684 |
|
|
2025
Q1 | $431K | Sell |
4,486
-186
| -4% | -$17.9K | 0.01% | 549 |
|
|
2024
Q4 | $475K | Buy |
4,672
+154
| +3% | +$15.7K | 0.02% | 458 |
|
|
2024
Q3 | $446K | Buy |
4,518
+711
| +19% | +$70.2K | 0.02% | 390 |
|
|
2024
Q2 | $360K | Buy |
3,807
+624
| +20% | +$58.9K | 0.02% | 386 |
|
|
2024
Q1 | $284K | Buy |
+3,183
| New | +$284K | 0.02% | 323 |
|