Heritage Wealth Management (Arizona)’s Invesco Large Cap Value ETF PWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $37.6K | Buy |
800
+400
| +100% | +$18.8K | 0.01% | 552 |
|
|
2022
Q3 | $17K | Hold |
400
| – | – | 0.01% | 568 |
|
|
2022
Q2 | $17.5K | Hold |
400
| – | – | 0.01% | 562 |
|
|
2022
Q1 | $20K | Buy |
+400
| New | +$20K | 0.01% | 603 |
|
|
2021
Q3 | $18K | Hold |
400
| – | – | 0.01% | 573 |
|
|
2021
Q2 | $18K | Buy |
+400
| New | +$18K | 0.01% | 577 |
|