SimpliFi Inc’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
Q2 | $559K | Buy |
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|
2025
Q1 | $532K | Buy |
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|
2024
Q4 | $505K | Sell |
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|
2024
Q3 | $520K | Buy |
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|
2024
Q2 | $490K | Buy |
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|
2024
Q1 | $498K | Sell |
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|
2023
Q4 | $518K | Hold |
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|
2023
Q3 | $518K | Sell |
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|
2023
Q2 | $541K | Sell |
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|
2023
Q1 | $9.24M | Sell |
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|
2022
Q4 | $9.62M | Sell |
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|
2022
Q3 | $8.98M | Buy |
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|
2022
Q2 | $9.29M | Buy |
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|
2022
Q1 | $10.3M | Sell |
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|
2021
Q4 | $10.6M | Buy |
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