A detailed history of Family Firm, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Family Firm, Inc. holds 77,953 shares of PBW stock, worth $1.59 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
77,953
Previous 78,195 0.31%
Holding current value
$1.59 Million
Previous $1.58 Million 0.89%
% of portfolio
0.17%
Previous 0.18%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$17.77 - $23.99 $4,300 - $5,805
-242 Reduced 0.31%
77,953 $1.56 Million
Q2 2024

Jul 24, 2024

BUY
$19.21 - $23.08 $207,794 - $249,656
10,817 Added 16.05%
78,195 $1.58 Million
Q1 2024

May 01, 2024

BUY
$21.3 - $28.9 $156,682 - $212,588
7,356 Added 12.26%
67,378 $1.55 Million
Q4 2023

Feb 05, 2024

SELL
$24.57 - $30.79 $50,270 - $62,996
-2,046 Reduced 3.3%
60,022 $1.78 Million
Q3 2023

Oct 19, 2023

SELL
$31.15 - $43.7 $54,450 - $76,387
-1,748 Reduced 2.74%
62,068 $1.95 Million
Q2 2023

Aug 08, 2023

SELL
$34.03 - $40.86 $13,169 - $15,812
-387 Reduced 0.6%
63,816 $2.56 Million
Q1 2023

May 01, 2023

BUY
$36.3 - $48.21 $195,112 - $259,128
5,375 Added 9.14%
64,203 $2.59 Million
Q4 2022

Feb 07, 2023

BUY
$36.32 - $52.3 $222,786 - $320,808
6,134 Added 11.64%
58,828 $2.25 Million
Q3 2022

Nov 15, 2022

BUY
$45.37 - $64.82 $335,465 - $479,279
7,394 Added 16.32%
52,694 $2.54 Million
Q2 2022

Dec 01, 2022

BUY
$42.19 - $68.38 $102,901 - $166,778
2,439 Added 4.63%
55,133 $2.52 Million
Q1 2022

Nov 30, 2022

SELL
$50.93 - $72.96 $104,813 - $150,151
-2,058 Reduced 3.91%
50,636 $3.3 Million
Q4 2021

Feb 02, 2022

BUY
$68.87 - $95.56 $14,118 - $19,589
205 Added 0.45%
45,300 $3.24 Million
Q3 2021

Oct 22, 2021

BUY
$73.5 - $92.23 $312,963 - $392,715
4,258 Added 10.43%
45,095 $3.69 Million
Q2 2021

Jul 21, 2021

BUY
$71.8 - $99.25 $298,113 - $412,086
4,152 Added 11.32%
40,837 $3.81 Million
Q1 2021

May 06, 2021

SELL
$89.06 - $136.0 $171,084 - $261,256
-1,921 Reduced 4.98%
36,685 $3.61 Million
Q4 2020

Jan 20, 2021

SELL
$62.45 - $108.63 $186,787 - $324,912
-2,991 Reduced 7.19%
38,606 $4.6 Million
Q3 2020

Nov 04, 2020

SELL
$40.95 - $60.78 $450 - $668
-11 Reduced 0.03%
41,597 $2.53 Million
Q2 2020

Aug 10, 2020

BUY
$24.62 - $40.63 $131,126 - $216,395
5,326 Added 14.68%
41,608 $1.69 Million
Q1 2020

Apr 29, 2020

SELL
$22.87 - $44.75 $30,234 - $59,159
-1,322 Reduced 3.52%
36,282 $973,000
Q4 2019

Feb 04, 2020

BUY
$28.2 - $34.23 $1.06 Million - $1.29 Million
37,604 New
37,604 $1.29 Million

Others Institutions Holding PBW

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PBW
  • Sector ETFs
  • Industry ETFs
More about PBW
Track This Portfolio

Track Family Firm, Inc. Portfolio

Follow Family Firm, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Firm, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Family Firm, Inc. with notifications on news.