EverSource Wealth Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.5K | Hold |
1,295
| – | – | ﹤0.01% | 1320 |
|
|
2025
Q1 | $77.1K | Hold |
1,295
| – | – | ﹤0.01% | 1015 |
|
|
2024
Q4 | $73.7K | Hold |
1,295
| – | – | ﹤0.01% | 1023 |
|
|
2024
Q3 | $75.5K | Hold |
1,295
| – | – | ﹤0.01% | 895 |
|
|
2024
Q2 | $74.8K | Sell |
1,295
-458
| -26% | -$26.5K | 0.01% | 913 |
|
|
2024
Q1 | $95K | Buy |
1,753
+458
| +35% | +$24.8K | 0.01% | 727 |
|
|
2023
Q4 | $65.7K | Sell |
1,295
-105
| -8% | -$5.33K | 0.01% | 796 |
|
|
2023
Q3 | $65.5K | Hold |
1,400
| – | – | 0.01% | 718 |
|
|
2023
Q2 | $65.3K | Hold |
1,400
| – | – | 0.01% | 732 |
|
|
2023
Q1 | $63.4K | Buy |
1,400
+350
| +33% | +$15.8K | 0.01% | 696 |
|
|
2022
Q4 | $49.4K | Buy |
+1,050
| New | +$49.4K | 0.01% | 769 |
|