Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-490
| Closed | -$21K | – | 1569 |
|
|
2022
Q2 | $21K | Hold |
490
| – | – | ﹤0.01% | 992 |
|
|
2022
Q1 | $24K | Hold |
490
| – | – | ﹤0.01% | 1019 |
|
|
2021
Q4 | $24K | Hold |
490
| – | – | ﹤0.01% | 1147 |
|
|
2021
Q3 | $22K | Hold |
490
| – | – | ﹤0.01% | 1177 |
|
|
2021
Q2 | $22K | Hold |
490
| – | – | ﹤0.01% | 1139 |
|
|
2021
Q1 | $21K | Hold |
490
| – | – | ﹤0.01% | 1068 |
|
|
2020
Q4 | $19K | Hold |
490
| – | – | ﹤0.01% | 1001 |
|
|
2020
Q3 | $17K | Hold |
490
| – | – | 0.01% | 864 |
|
|
2020
Q2 | $16K | Hold |
490
| – | – | 0.01% | 821 |
|
|
2020
Q1 | $15K | Hold |
490
| – | – | 0.01% | 736 |
|
|
2019
Q4 | $20K | Hold |
490
| – | – | 0.01% | 683 |
|
|
2019
Q3 | $19K | Buy |
+490
| New | +$19K | 0.01% | 668 |
|