Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
+4,192
| New | +$260K | 0.01% | 761 |
|
|
2025
Q1 | – | Sell |
-4,835
| Closed | -$275K | – | 1221 |
|
|
2024
Q4 | $275K | Buy |
+4,835
| New | +$275K | ﹤0.01% | 1167 |
|
|
2020
Q1 | – | Sell |
-5,617
| Closed | -$232K | – | 731 |
|
|
2019
Q4 | $232K | Buy |
+5,617
| New | +$232K | 0.01% | 768 |
|
|
2017
Q2 | – | Sell |
-20,626
| Closed | -$723K | – | 358 |
|
|
2017
Q1 | $723K | Buy |
+20,626
| New | +$723K | 0.11% | 198 |
|