Ridgewood Investments’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 | $21.7K | Hold |
350
| – | – | 0.01% | 426 |
|
2025
Q1 | $20.8K | Hold |
350
| – | – | 0.01% | 423 |
|
2024
Q4 | $19.9K | Hold |
350
| – | – | 0.01% | 419 |
|
2024
Q3 | $20.4K | Hold |
350
| – | – | 0.01% | 421 |
|
2024
Q2 | $19.3K | Buy |
+350
| New | +$19.3K | 0.01% | 441 |
|
2023
Q3 | – | Sell |
-350
| Closed | -$16.3K | – | 603 |
|
2023
Q2 | $16.3K | Hold |
350
| – | – | 0.01% | 465 |
|
2023
Q1 | $15.8K | Buy |
+350
| New | +$15.8K | 0.01% | 476 |
|