Beacon Capital Management Inc (Ohio)’s Invesco Large Cap Value ETF PWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $37.7K | Sell |
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|
2025
Q2 | $63.6K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $54.2K | Sell |
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|
2023
Q3 | $50.2K | Sell |
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|
2023
Q2 | $50.1K | Hold |
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|
2023
Q1 | $48.7K | Sell |
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|
2022
Q4 | $50.9K | Sell |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $51K | Hold |
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|
2022
Q1 | $58K | Sell |
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|
2021
Q4 | $58K | Sell |
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|
2021
Q3 | $53K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $51K | Sell |
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|
2020
Q4 | $50K | Hold |
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|
2020
Q3 | $44K | Hold |
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|
2020
Q2 | $43K | Sell |
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|
2020
Q1 | $49K | Hold |
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|
2019
Q4 | $68K | Sell |
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|
2019
Q3 | $63K | Sell |
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|
2019
Q2 | $61K | Sell |
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|
2019
Q1 | $73K | Sell |
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|
2018
Q4 | $71K | Sell |
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|
2018
Q3 | $92K | Sell |
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|
2018
Q2 | $92K | Sell |
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|
2018
Q1 | $94K | Sell |
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|
2017
Q4 | $100K | Sell |
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|
2017
Q3 | $100K | Sell |
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|
2017
Q2 | $97K | Sell |
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|
2017
Q1 | $112K | Sell |
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|
2016
Q4 | $123K | Sell |
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|
2016
Q3 | $210K | Sell |
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|
2016
Q2 | $228K | Sell |
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|
2016
Q1 | $238K | Sell |
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|
2015
Q4 | $307K | Sell |
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|
2015
Q3 | $328K | Sell |
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|
2015
Q2 | $457K | Sell |
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|
2015
Q1 | $510K | Sell |
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|
2014
Q4 | $613K | Sell |
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|
2014
Q3 | $644K | Sell |
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|
2014
Q2 | $674K | Sell |
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|
2014
Q1 | $686K | Sell |
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|
2013
Q4 | $692K | Buy |
|