WMG Financial Advisors’s Invesco Building & Construction ETF PKB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Sell
3,684
-192
-5% -$15.4K 0.11% 134
2025
Q1
$261K Buy
3,876
+366
+10% +$24.6K 0.11% 130
2024
Q4
$266K Buy
3,510
+217
+7% +$16.4K 0.11% 128
2024
Q3
$262K Buy
+3,293
New +$262K 0.12% 133
2022
Q3
Sell
-6,940
Closed -$255K 148
2022
Q2
$255K Sell
6,940
-6,797
-49% -$250K 0.22% 104
2022
Q1
$589K Sell
13,737
-2,405
-15% -$103K 0.43% 59
2021
Q4
$879K Buy
+16,142
New +$879K 0.69% 37