Rockwood 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
Q3 | $394K | Hold |
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|
2025
Q2 | $376K | Hold |
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|
2025
Q1 | $360K | Sell |
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|
2024
Q4 | $533K | Hold |
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|
2024
Q3 | $548K | Hold |
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|
2024
Q2 | $518K | Hold |
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|
2024
Q1 | $533K | Hold |
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|
2023
Q4 | $477K | Hold |
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|
2023
Q3 | $440K | Buy |
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|
2023
Q2 | $436K | Buy |
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|
2023
Q1 | $421K | Buy |
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|
2022
Q4 | $435K | Buy |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | $437K | Buy |
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