SVWAG
Sound View Wealth Advisors Group’s Invesco Large Cap Value ETF PWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Hold |
4,938
| – | – | 0.02% | 344 |
|
|
2025
Q1 | $294K | Hold |
4,938
| – | – | 0.02% | 338 |
|
|
2024
Q4 | $281K | Hold |
4,938
| – | – | 0.02% | 351 |
|
|
2024
Q3 | $288K | Hold |
4,938
| – | – | 0.02% | 338 |
|
|
2024
Q2 | $272K | Hold |
4,938
| – | – | 0.03% | 316 |
|
|
2024
Q1 | $280K | Hold |
4,938
| – | – | 0.03% | 313 |
|
|
2023
Q4 | $251K | Hold |
4,938
| – | – | 0.03% | 334 |
|
|
2023
Q3 | $231K | Hold |
4,938
| – | – | 0.03% | 327 |
|
|
2023
Q2 | $230K | Hold |
4,938
| – | – | 0.03% | 327 |
|
|
2023
Q1 | $224K | Hold |
4,938
| – | – | 0.03% | 334 |
|
|
2022
Q4 | $251K | Buy |
+4,938
| New | +$251K | 0.03% | 334 |
|