Wealthcare Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
17,082
+13,249
| +346% | +$1.56M | 0.05% | 326 |
|
|
2025
Q1 | $368K | Buy |
+3,833
| New | +$368K | 0.01% | 672 |
|
|
2023
Q2 | – | Sell |
-17,313
| Closed | -$1.13M | – | 751 |
|
|
2023
Q1 | $1.13M | Buy |
17,313
+70
| +0.4% | +$4.55K | 0.05% | 270 |
|
|
2022
Q4 | $1.03M | Buy |
17,243
+2
| +0% | +$119 | 0.05% | 272 |
|
|
2022
Q3 | $982K | Buy |
17,241
+1,001
| +6% | +$57K | 0.06% | 238 |
|
|
2022
Q2 | $953K | Sell |
16,240
-1,152
| -7% | -$67.6K | 0.06% | 213 |
|
|
2022
Q1 | $1.26M | Hold |
17,392
| – | – | 0.08% | 153 |
|
|
2021
Q4 | $1.41M | Sell |
17,392
-6,436
| -27% | -$520K | 0.08% | 145 |
|
|
2021
Q3 | $1.76M | Sell |
23,828
-9,750
| -29% | -$722K | 0.12% | 117 |
|
|
2021
Q2 | $2.5M | Sell |
33,578
-5,000
| -13% | -$372K | 0.17% | 84 |
|
|
2021
Q1 | $2.63M | Sell |
38,578
-1,972
| -5% | -$134K | 0.19% | 72 |
|
|
2020
Q4 | $2.74M | Buy |
40,550
+1,098
| +3% | +$74.2K | 0.24% | 54 |
|
|
2020
Q3 | $2.44M | Sell |
39,452
-50
| -0.1% | -$3.1K | 0.27% | 45 |
|
|
2020
Q2 | $2.16M | Sell |
39,502
-3,316
| -8% | -$182K | 0.27% | 48 |
|
|
2020
Q1 | $1.87M | Sell |
42,818
-5,828
| -12% | -$255K | 0.27% | 47 |
|
|
2019
Q4 | $2.5M | Buy |
48,646
+1
| +0% | +$51 | 0.32% | 39 |
|
|
2019
Q3 | $2.35M | Sell |
48,645
-3,726
| -7% | -$180K | 0.34% | 40 |
|
|
2019
Q2 | $2.53M | Sell |
52,371
-1,718
| -3% | -$83.1K | 0.4% | 33 |
|
|
2019
Q1 | $2.57M | Sell |
54,089
-6,487
| -11% | -$308K | 0.44% | 34 |
|
|
2018
Q4 | $2.51M | Sell |
60,576
-13,339
| -18% | -$553K | 0.49% | 33 |
|
|
2018
Q3 | $3.57M | Sell |
73,915
-6,849
| -8% | -$330K | 0.65% | 27 |
|
|
2018
Q2 | $3.63M | Buy |
80,764
+29,952
| +59% | +$1.35M | 0.71% | 28 |
|
|
2018
Q1 | $2.17M | Buy |
+50,812
| New | +$2.17M | 0.49% | 31 |
|