TWA
TCI Wealth Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-63
| Closed | -$2K | – | 1367 |
|
|
2017
Q2 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 1010 |
|
|
2016
Q3 | – | Sell |
-900
| Closed | -$28K | – | 1397 |
|
|
2016
Q2 | $28K | Hold |
900
| – | – | 0.02% | 380 |
|
|
2016
Q1 | $28K | Hold |
900
| – | – | 0.02% | 377 |
|
|
2015
Q4 | $28K | Hold |
900
| – | – | 0.02% | 386 |
|
|
2015
Q3 | $26K | Sell |
900
-900
| -50% | -$26K | 0.02% | 363 |
|
|
2015
Q2 | $55K | Hold |
1,800
| – | – | 0.03% | 272 |
|
|
2015
Q1 | $55K | Hold |
1,800
| – | – | 0.03% | 233 |
|
|
2014
Q4 | $53K | Hold |
1,800
| – | – | 0.03% | 243 |
|
|
2014
Q3 | $49K | Hold |
1,800
| – | – | 0.03% | 238 |
|
|
2014
Q2 | $49K | Buy |
+1,800
| New | +$49K | 0.03% | 249 |
|