IHT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,384
| Closed | -$252K | – | 1020 |
|
|
2023
Q3 | $252K | Sell |
5,384
-1,089
| -17% | -$51K | 0.01% | 797 |
|
|
2023
Q2 | $302K | Sell |
6,473
-1,042
| -14% | -$48.6K | 0.02% | 725 |
|
|
2023
Q1 | $340K | Buy |
7,515
+458
| +6% | +$20.7K | 0.02% | 652 |
|
|
2022
Q4 | $332K | Buy |
+7,057
| New | +$332K | 0.02% | 613 |
|
|
2020
Q2 | – | Sell |
-48,685
| Closed | -$1.47M | – | 628 |
|
|
2020
Q1 | $1.47M | Buy |
+48,685
| New | +$1.47M | 0.21% | 115 |
|