Belpointe Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $108K | Sell |
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|
2022
Q4 | $120K | Sell |
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|
2022
Q3 | $113K | Hold |
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|
2022
Q2 | $118K | Sell |
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|
2022
Q1 | $135K | Sell |
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|
2021
Q4 | $153K | Hold |
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|
2021
Q3 | $140K | Sell |
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|
2021
Q2 | $139K | Sell |
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|
2021
Q1 | $521K | Sell |
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|
2020
Q4 | $517K | Buy |
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|
2020
Q3 | $103K | Buy |
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