Oak Harbor Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $76.6K | Hold |
|
|||||
|
2025
Q2 | $73K | Hold |
|
|||||
|
2025
Q1 | $69.9K | Hold |
|
|||||
|
2024
Q4 | $66.8K | Hold |
|
|||||
|
2024
Q3 | $68.5K | Hold |
|
|||||
|
2024
Q2 | $64.7K | Hold |
|
|||||
|
2024
Q1 | $66.6K | Hold |
|
|||||
|
2023
Q4 | $59.6K | Hold |
|
|||||
|
2023
Q3 | $55K | Hold |
|
|||||
|
2023
Q2 | $54.8K | Hold |
|
|||||
|
2023
Q1 | $53.2K | Hold |
|
|||||
|
2022
Q4 | $55.3K | Hold |
|
|||||
|
2022
Q3 | $49K | Hold |
|
|||||
|
2022
Q2 | $51K | Hold |
|
|||||
|
2022
Q1 | $57K | Sell |
|
|||||
|
2021
Q4 | $115K | Buy |
|