Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $46K | Buy |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $20K | Hold |
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|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $16K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $28K | Sell |
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|
2019
Q4 | $96K | Buy |
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|
2019
Q3 | $86K | Sell |
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|
2019
Q2 | $283K | Buy |
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|
2019
Q1 | $10K | Sell |
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|
2018
Q4 | $456K | Buy |
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|
2018
Q3 | $10K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $316K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $53K | Sell |
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|
2017
Q2 | $252K | Buy |
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|
2017
Q1 | $72K | Sell |
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|
2016
Q4 | $255K | Buy |
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|
2016
Q3 | $238K | Buy |
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|
2016
Q2 | $9K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $259K | Buy |
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|
2014
Q2 | $64K | Buy |
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