Ullmann Wealth Partners Group’s Invesco Large Cap Growth ETF PWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.76M | Hold |
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|
2025
Q2 | $2.59M | Hold |
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|
2025
Q1 | $2.11M | Sell |
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|
2024
Q4 | $2.6M | Sell |
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|
2024
Q3 | $2.57M | Hold |
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|
2024
Q2 | $2.46M | Hold |
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|
2024
Q1 | $2.32M | Buy |
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|
2023
Q4 | $2.02M | Buy |
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|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $1.81M | Buy |
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|
2023
Q1 | $1.67M | Buy |
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|
2022
Q4 | $1.53M | Buy |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.5M | Hold |
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|
2022
Q1 | $1.85M | Hold |
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|
2021
Q4 | $2.07M | Hold |
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|
2021
Q3 | $1.9M | Sell |
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|
2021
Q2 | $1.91M | Sell |
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|
2021
Q1 | $1.78M | Hold |
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|
2020
Q4 | $1.76M | Hold |
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|
2020
Q3 | $1.62M | Buy |
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|
2020
Q2 | $1.43M | Buy |
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|
2020
Q1 | $1.14M | Sell |
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|
2019
Q4 | $1.65M | Sell |
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|
2019
Q3 | $1.59M | Sell |
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|
2019
Q2 | $1.64M | Sell |
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|
2019
Q1 | $1.61M | Buy |
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|
2018
Q4 | $1.37M | Sell |
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|
2018
Q3 | $1.62M | Hold |
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|
2018
Q2 | $1.51M | Sell |
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|
2018
Q1 | $1.43M | Sell |
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|
2017
Q4 | $1.54M | Sell |
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|
2017
Q3 | $1.62M | Buy |
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|
2017
Q2 | $1.52M | Buy |
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|
2017
Q1 | $1.19M | Sell |
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|
2016
Q4 | $1.18M | Buy |
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