IFP 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 | $12.4K | Hold |
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|
2025
Q1 | $11.9K | Hold |
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|
2024
Q4 | $11.4K | Hold |
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|
2024
Q3 | $11.7K | Hold |
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|
2024
Q2 | $11K | Hold |
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|
2024
Q1 | $11.3K | Hold |
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|
2023
Q4 | $10.1K | Hold |
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|
2023
Q3 | $9.36K | Hold |
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|
2023
Q2 | $9.33K | Hold |
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|
2023
Q1 | $7.3K | Sell |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | $258K | Hold |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $90K | Buy |
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|
2019
Q1 | $82K | Sell |
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|
2018
Q4 | $143K | Buy |
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|
2018
Q3 | $108K | Hold |
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|
2018
Q2 | $103K | Sell |
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|
2018
Q1 | $153K | Hold |
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|
2017
Q4 | $153K | Sell |
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|
2017
Q3 | $207K | Sell |
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|
2017
Q2 | $231K | Sell |
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|
2017
Q1 | $380K | Sell |
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|
2016
Q4 | $366K | Buy |
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|
2016
Q3 | $302K | Sell |
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|
2016
Q2 | $322K | Buy |
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|
2016
Q1 | $82K | Sell |
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|
2015
Q4 | $583K | Buy |
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