Waverly Advisors’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 | $1.02M | Hold |
8,705
| – | – | 0.01% | 612 |
|
|
2025
Q1 | $836K | Buy |
8,705
+655
| +8% | +$62.9K | 0.01% | 644 |
|
|
2024
Q4 | $819K | Sell |
8,050
-936
| -10% | -$95.2K | 0.01% | 561 |
|
|
2024
Q3 | $887K | Hold |
8,986
| – | – | 0.02% | 466 |
|
|
2024
Q2 | $849K | Hold |
8,986
| – | – | 0.02% | 459 |
|
|
2024
Q1 | $802K | Buy |
+8,986
| New | +$802K | 0.02% | 399 |
|