WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-870
| Closed | -$82.2K | – | 1194 |
|
|
2024
Q2 | $82.2K | Hold |
870
| – | – | 0.03% | 269 |
|
|
2024
Q1 | $77.7K | Buy |
+870
| New | +$77.7K | 0.02% | 282 |
|
|
2023
Q4 | – | Sell |
-870
| Closed | -$59K | – | 687 |
|
|
2023
Q3 | $59K | Hold |
870
| – | – | 0.02% | 302 |
|
|
2023
Q2 | $61.4K | Hold |
870
| – | – | 0.02% | 293 |
|
|
2023
Q1 | $56.5K | Buy |
+870
| New | +$56.5K | 0.02% | 304 |
|