Steward Partners Investment Advisory’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 | $95.4K | Hold |
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|
2025
Q1 | $91.4K | Sell |
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|
2024
Q4 | $92.8K | Hold |
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|
2024
Q3 | $95.1K | Sell |
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|
2024
Q2 | $110K | Hold |
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|
2024
Q1 | $113K | Hold |
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|
2023
Q4 | $101K | Hold |
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|
2023
Q3 | $93.5K | Hold |
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|
2023
Q2 | $93.2K | Hold |
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|
2023
Q1 | $90.5K | Hold |
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|
2022
Q4 | $94K | Sell |
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|
2022
Q3 | $84K | Hold |
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|
2022
Q2 | $88K | Hold |
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|
2022
Q1 | $99K | Sell |
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|
2021
Q4 | $102K | Hold |
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|
2021
Q3 | $93K | Sell |
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|
2021
Q2 | $99K | Sell |
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|
2021
Q1 | $108K | Buy |
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|
2020
Q4 | $84K | Hold |
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|
2020
Q3 | $74K | Buy |
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|
2020
Q2 | $61K | Buy |
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|
2020
Q1 | $43K | Sell |
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|
2019
Q4 | $75K | Hold |
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|
2019
Q3 | $70K | Buy |
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|
2019
Q2 | $53K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $76K | Hold |
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|
2018
Q2 | $73K | Hold |
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|
2018
Q1 | $74K | Hold |
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|
2017
Q4 | $79K | Hold |
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|
2017
Q3 | $76K | Buy |
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|
2017
Q2 | $63K | Buy |
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|
2017
Q1 | $51K | Sell |
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|
2016
Q4 | $55K | Buy |
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