Laird Norton Wetherby Wealth Management’s Invesco Large Cap Value ETF PWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,933
| Closed | -$260K | – | 496 |
|
|
2015
Q4 | $260K | Hold |
8,933
| – | – | 0.06% | 356 |
|
|
2015
Q3 | $250K | Hold |
8,933
| – | – | 0.06% | 358 |
|
|
2015
Q2 | $272K | Hold |
8,933
| – | – | 0.07% | 355 |
|
|
2015
Q1 | $275K | Hold |
8,933
| – | – | 0.07% | 340 |
|
|
2014
Q4 | $279K | Hold |
8,933
| – | – | 0.07% | 324 |
|
|
2014
Q3 | $272K | Hold |
8,933
| – | – | 0.08% | 323 |
|
|
2014
Q2 | $271K | Hold |
8,933
| – | – | 0.08% | 321 |
|
|
2014
Q1 | $260K | Hold |
8,933
| – | – | 0.07% | 323 |
|
|
2013
Q4 | $254K | Hold |
8,933
| – | – | 0.07% | 330 |
|
|
2013
Q3 | $231K | Hold |
8,933
| – | – | 0.07% | 341 |
|
|
2013
Q2 | $226K | Buy |
+8,933
| New | +$226K | 0.08% | 316 |
|