Zimmermann Investment Management & Planning’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
-11,307
Closed -$877K 102
2022
Q2
$877K Sell
11,307
-3,597
-24% -$279K 0.6% 39
2022
Q1
$1.35M Sell
14,904
-20,782
-58% -$1.88M 0.8% 35
2021
Q4
$3.44M Buy
+35,686
New +$3.44M 1.93% 20