EverSource Wealth Advisors’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 | $80.5K | Hold |
|
|||||
|
2025
Q1 | $77.1K | Hold |
|
|||||
|
2024
Q4 | $73.7K | Hold |
|
|||||
|
2024
Q3 | $75.5K | Hold |
|
|||||
|
2024
Q2 | $74.8K | Sell |
|
|||||
|
2024
Q1 | $95K | Buy |
|
|||||
|
2023
Q4 | $65.7K | Sell |
|
|||||
|
2023
Q3 | $65.5K | Hold |
|
|||||
|
2023
Q2 | $65.3K | Hold |
|
|||||
|
2023
Q1 | $63.4K | Buy |
|
|||||
|
2022
Q4 | $49.4K | Buy |
|