Concert Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $518K | Hold |
|
|||||
|
2016
Q4 | $518K | Buy |
|
|||||
|
2016
Q3 | $471K | Hold |
|
|||||
|
2016
Q2 | $464K | Buy |
|
|||||
|
2016
Q1 | $451K | Buy |
|
|||||
|
2015
Q4 | $425K | Buy |
|
|||||
|
2015
Q3 | $399K | Buy |
|
|||||
|
2015
Q2 | $391K | Sell |
|
|||||
|
2015
Q1 | $424K | Hold |
|
|||||
|
2014
Q4 | $430K | Buy |
|
|||||
|
2014
Q3 | $343K | Sell |
|
|||||
|
2014
Q2 | $368K | Hold |
|
|||||
|
2014
Q1 | $360K | Sell |
|
|||||
|
2013
Q4 | $358K | Sell |
|
|||||
|
2013
Q3 | $327K | Sell |
|
|||||
|
2013
Q2 | $326K | Buy |
|