Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Hold |
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|
2025
Q1 | $1.06M | Hold |
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|
2024
Q4 | $1.01M | Hold |
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|
2024
Q3 | $1.04M | Hold |
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|
2024
Q2 | $979K | Hold |
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|
2024
Q1 | $1.01M | Hold |
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|
2023
Q4 | $902K | Hold |
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|
2023
Q3 | $832K | Hold |
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|
2023
Q2 | $829K | Hold |
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|
2023
Q1 | $805K | Hold |
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|
2022
Q4 | $837K | Hold |
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|
2022
Q3 | $741K | Hold |
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|
2022
Q2 | $776K | Hold |
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|
2022
Q1 | $870K | Hold |
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|
2021
Q4 | $867K | Hold |
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|
2021
Q3 | $791K | Hold |
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|
2021
Q2 | $789K | Hold |
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|
2021
Q1 | $759K | Hold |
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|
2020
Q4 | $686K | Hold |
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|
2020
Q3 | $605K | Hold |
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|
2020
Q2 | $596K | Hold |
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|
2020
Q1 | $536K | Hold |
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|
2019
Q4 | $735K | Hold |
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|
2019
Q3 | $682K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $263K | Sell |
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|
2017
Q3 | $287K | Sell |
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|
2017
Q2 | $411K | Sell |
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|
2017
Q1 | $1.06M | Sell |
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|
2016
Q4 | $1.01M | Sell |
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|
2016
Q3 | $1.23M | Buy |
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