Bedel Financial Consulting’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
Q2 | $549K | Hold |
|
|||||
|
2025
Q1 | $509K | Hold |
|
|||||
|
2024
Q4 | $532K | Hold |
|
|||||
|
2024
Q3 | $515K | Hold |
|
|||||
|
2024
Q2 | $486K | Hold |
|
|||||
|
2024
Q1 | $501K | Hold |
|
|||||
|
2023
Q4 | $448K | Hold |
|
|||||
|
2023
Q3 | $413K | Hold |
|
|||||
|
2023
Q2 | $412K | Hold |
|
|||||
|
2023
Q1 | $400K | Sell |
|
|||||
|
2022
Q4 | $505K | Hold |
|
|||||
|
2022
Q3 | $503K | Hold |
|
|||||
|
2022
Q2 | $469K | Hold |
|
|||||
|
2022
Q1 | $525K | Hold |
|
|||||
|
2021
Q4 | $524K | Hold |
|
|||||
|
2021
Q3 | $478K | Hold |
|
|||||
|
2021
Q2 | $477K | Sell |
|
|||||
|
2021
Q1 | $535K | Hold |
|
|||||
|
2020
Q4 | $484K | Hold |
|
|||||
|
2020
Q3 | $427K | Hold |
|
|||||
|
2020
Q2 | $421K | Hold |
|
|||||
|
2020
Q1 | $378K | Hold |
|
|||||
|
2019
Q4 | $519K | Hold |
|
|||||
|
2019
Q3 | $481K | Hold |
|
|||||
|
2019
Q2 | $462K | Hold |
|
|||||
|
2019
Q1 | $444K | Hold |
|
|||||
|
2018
Q4 | $409K | Hold |
|
|||||
|
2018
Q3 | $452K | Hold |
|
|||||
|
2018
Q2 | $447K | Hold |
|
|||||
|
2018
Q1 | $458K | Hold |
|
|||||
|
2017
Q4 | $487K | Buy |
|