United Capital Financial Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,808
| Closed | -$218K | – | 1139 |
|
2022
Q2 | $218K | Hold |
2,808
| – | – | ﹤0.01% | 1031 |
|
2022
Q1 | $254K | Sell |
2,808
-167
| -6% | -$15.1K | ﹤0.01% | 1040 |
|
2021
Q4 | $287K | Buy |
2,975
+167
| +6% | +$16.1K | ﹤0.01% | 1037 |
|
2021
Q3 | $253K | Hold |
2,808
| – | – | ﹤0.01% | 1064 |
|
2021
Q2 | $253K | Buy |
+2,808
| New | +$253K | ﹤0.01% | 1064 |
|