Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $487K | Sell |
|
|||||
|
2022
Q4 | $571K | Sell |
|
|||||
|
2022
Q3 | $507K | Buy |
|
|||||
|
2022
Q2 | $233K | Sell |
|
|||||
|
2022
Q1 | $269K | Sell |
|
|||||
|
2021
Q4 | $271K | Buy |
|
|||||
|
2021
Q3 | $222K | Sell |
|
|||||
|
2021
Q2 | $306K | Buy |
|
|||||
|
2021
Q1 | $285K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $358K | Buy |
|
|||||
|
2018
Q2 | $331K | Sell |
|
|||||
|
2018
Q1 | $356K | Sell |
|
|||||
|
2017
Q4 | $410K | Sell |
|
|||||
|
2017
Q3 | $572K | Buy |
|
|||||
|
2017
Q2 | $540K | Sell |
|
|||||
|
2017
Q1 | $1.65M | Buy |
|
|||||
|
2016
Q4 | $1.36M | Sell |
|
|||||
|
2016
Q3 | $1.32M | Buy |
|
|||||
|
2016
Q2 | $1.22M | Buy |
|
|||||
|
2016
Q1 | $1.18M | Buy |
|
|||||
|
2015
Q4 | $1.14M | Sell |
|
|||||
|
2015
Q3 | $1.12M | Buy |
|
|||||
|
2015
Q2 | $1.18M | Buy |
|
|||||
|
2015
Q1 | $1.09M | Buy |
|
|||||
|
2014
Q4 | $952K | Buy |
|