Waverly Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
18,576
+28
| +0.2% | +$1.74K | 0.01% | 587 |
|
|
2025
Q1 | $1.1M | Buy |
18,548
+26
| +0.1% | +$1.55K | 0.01% | 586 |
|
|
2024
Q4 | $1.05M | Buy |
18,522
+20
| +0.1% | +$1.14K | 0.02% | 496 |
|
|
2024
Q3 | $1.08M | Buy |
18,502
+20
| +0.1% | +$1.17K | 0.02% | 434 |
|
|
2024
Q2 | $1.02M | Buy |
18,482
+824
| +5% | +$45.4K | 0.02% | 429 |
|
|
2024
Q1 | $1M | Buy |
+17,658
| New | +$1M | 0.02% | 366 |
|