Tilia Fiduciary Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-170
| Closed | -$12K | – | 381 |
|
|
2023
Q2 | $12K | Sell |
170
-30
| -15% | -$2.12K | 0.01% | 361 |
|
|
2023
Q1 | $13K | Hold |
200
| – | – | 0.01% | 351 |
|
|
2022
Q4 | $11.9K | Hold |
200
| – | – | 0.01% | 348 |
|
|
2022
Q3 | $11K | Hold |
200
| – | – | 0.01% | 368 |
|
|
2022
Q2 | $12K | Hold |
200
| – | – | 0.01% | 370 |
|
|
2022
Q1 | $14K | Hold |
200
| – | – | 0.01% | 372 |
|
|
2021
Q4 | $16K | Buy |
+200
| New | +$16K | 0.01% | 370 |
|