PS
Planned Solutions’s Invesco Large Cap Value ETF PWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,825
| Closed | -$106K | – | 501 |
|
|
2024
Q3 | $106K | Buy |
+1,825
| New | +$106K | 0.04% | 194 |
|
|
2024
Q1 | – | Sell |
-1,825
| Closed | -$92.6K | – | 433 |
|
|
2023
Q4 | $92.6K | Buy |
+1,825
| New | +$92.6K | 0.04% | 196 |
|
|
2021
Q1 | – | Sell |
-1,825
| Closed | -$70K | – | 320 |
|
|
2020
Q4 | $70K | Hold |
1,825
| – | – | 0.06% | 149 |
|
|
2020
Q3 | $62K | Buy |
+1,825
| New | +$62K | 0.06% | 124 |
|