Paragon Private Wealth Management’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
Q2 | $886K | Hold |
|
|||||
|
2025
Q1 | $849K | Hold |
|
|||||
|
2024
Q4 | $811K | Hold |
|
|||||
|
2024
Q3 | $832K | Hold |
|
|||||
|
2024
Q2 | $785K | Sell |
|
|||||
|
2024
Q1 | $1.87M | Hold |
|
|||||
|
2023
Q4 | $1.67M | Hold |
|
|||||
|
2023
Q3 | $1.54M | Hold |
|
|||||
|
2023
Q2 | $1.54M | Hold |
|
|||||
|
2023
Q1 | $1.49M | Hold |
|
|||||
|
2022
Q4 | $1.55M | Hold |
|
|||||
|
2022
Q3 | $1.51M | Hold |
|
|||||
|
2022
Q2 | $1.44M | Hold |
|
|||||
|
2022
Q1 | $1.58M | Hold |
|
|||||
|
2021
Q4 | $1.61M | Buy |
|