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Tiedemann Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-13,448
| Closed | -$658K | – | 289 |
|
2022
Q1 | $658K | Hold |
13,448
| – | – | 0.03% | 164 |
|
2021
Q4 | $656K | Hold |
13,448
| – | – | 0.03% | 167 |
|
2021
Q3 | $598K | Hold |
13,448
| – | – | 0.03% | 177 |
|
2021
Q2 | $597K | Hold |
13,448
| – | – | 0.02% | 217 |
|
2021
Q1 | $574K | Hold |
13,448
| – | – | 0.03% | 203 |
|
2020
Q4 | $519K | Buy |
+13,448
| New | +$519K | 0.03% | 202 |
|