AE Wealth Management’s Invesco Large Cap Value ETF PWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.1K | Hold |
1,192
| – | – | ﹤0.01% | 1547 |
|
|
2025
Q1 | $70.9K | Buy |
1,192
+1,178
| +8,414% | +$70.1K | ﹤0.01% | 1521 |
|
|
2024
Q4 | $796 | Buy |
+14
| New | +$796 | ﹤0.01% | 2053 |
|
|
2022
Q2 | – | Sell |
-258,903
| Closed | -$12.7M | – | 1805 |
|
|
2022
Q1 | $12.7M | Buy |
+258,903
| New | +$12.7M | 0.09% | 241 |
|
|
2020
Q1 | – | Sell |
-6,326
| Closed | -$262K | – | 1233 |
|
|
2019
Q4 | $262K | Buy |
+6,326
| New | +$262K | 0.01% | 956 |
|
|
2018
Q4 | – | Sell |
-9,907
| Closed | -$370K | – | 564 |
|
|
2018
Q3 | $370K | Buy |
+9,907
| New | +$370K | 0.02% | 397 |
|