OneDigital Investment Advisors’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 | $261K | Sell |
4,207
-633
| -13% | -$39.3K | ﹤0.01% | 1239 |
|
|
2025
Q1 | $288K | Buy |
+4,840
| New | +$288K | ﹤0.01% | 1132 |
|
|
2020
Q1 | – | Sell |
-5,078
| Closed | -$210K | – | 570 |
|
|
2019
Q4 | $210K | Buy |
+5,078
| New | +$210K | 0.02% | 496 |
|
|
2019
Q1 | – | Sell |
-11,560
| Closed | -$377K | – | 1181 |
|
|
2018
Q4 | $377K | Buy |
+11,560
| New | +$377K | 0.06% | 191 |
|