Independent Wealth Network Inc. Invesco Exchange Traded Fd Tr Transaction History

Independent Wealth Network Inc.

$205 Million
Q1 2024

A detailed history of Independent Wealth Network Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Independent Wealth Network Inc. holds 5,741 shares of PKW stock, worth $596,489. This represents 0.3% of its overall portfolio holdings.

Number of Shares

5,741

Previous 5,698 0.75%

Holding current value

$596,489

Previous $616,000 0.81%

% of portfolio

0.3%

Previous 1.68%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 20, 2024	BUY	$97.02 - $108.23 $4,171 - $4,653	43 Added 0.75%	5,741 $621,000
Q1 2024 Apr 11, 2024	SELL	$97.02 - $108.23 $13,388 - $14,935	-138 Reduced 2.36%	5,698 $616,000
Q4 2023 Jan 12, 2024	SELL	$84.45 - $99.49 $63,337 - $74,617	-750 Reduced 11.39%	5,836 $577,000
Q3 2023 Oct 11, 2023	SELL	$88.14 - $94.01 $16,746 - $17,861	-190 Reduced 2.8%	6,586 $592,000
Q2 2023 Jul 12, 2023	SELL	$82.13 - $89.45 $10,923 - $11,896	-133 Reduced 1.93%	6,776 $606,000

Q1 2023 Apr 18, 2023	SELL	$81.11 - $92.49 $54,992 - $62,708	-678 Reduced 8.94%	6,909 $587,000
Q4 2022 Jan 25, 2023	BUY	$82.82 - $90.17 $32,548 - $35,436	393 Added 5.46%	7,587 $0
Q3 2022 Oct 17, 2022	SELL	N/A	-378 Reduced 4.99%	7,194 $534,000
Q2 2022 Jul 26, 2022	SELL	N/A	-521 Reduced 6.44%	7,572 $587,000
Q1 2022 Apr 20, 2022	BUY	N/A	157 Added 1.98%	8,093 $732,000
Q4 2021 Feb 10, 2022	BUY	N/A	129 Added 1.65%	7,936 $766,000
Q3 2021 Nov 04, 2021	BUY	N/A	7,807 New	7,807 $765,000

Others Institutions Holding PKW

# of Institutions

217

Shares Held

Call Options Held

3.8K

Put Options Held

200

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PKW
Sector ETFs
Industry ETFs

More about PKW

Track This Portfolio

Portfolio Update

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

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Invesco Exchange Traded Fd Tr Transaction History