Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $283K | Buy |
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|
2024
Q1 | $290K | Hold |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $241K | Hold |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $250K | Hold |
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|
2021
Q3 | $228K | Sell |
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|
2021
Q2 | $359K | Buy |
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