MinichMacGregor 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-440
| Closed | -$20.7K | – | 498 |
|
2022
Q4 | $20.7K | Buy |
+440
| New | +$20.7K | 0.01% | 312 |
|
2018
Q4 | – | Sell |
-440
| Closed | -$16K | – | 403 |
|
2018
Q3 | $16K | Hold |
440
| – | – | 0.01% | 252 |
|
2018
Q2 | $15K | Buy |
+440
| New | +$15K | 0.01% | 249 |
|