Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,095
| Closed | -$40K | – | 1399 |
|
|
2019
Q2 | $40K | Hold |
1,095
| – | – | 0.01% | 555 |
|
|
2019
Q1 | $39K | Sell |
1,095
-2,155
| -66% | -$76.8K | 0.01% | 517 |
|
|
2018
Q4 | $106K | Hold |
3,250
| – | – | 0.02% | 302 |
|
|
2018
Q3 | $121K | Hold |
3,250
| – | – | 0.02% | 302 |
|
|
2018
Q2 | $116K | Hold |
3,250
| – | – | 0.02% | 298 |
|
|
2018
Q1 | $119K | Buy |
3,250
+1,959
| +152% | +$71.7K | 0.03% | 251 |
|
|
2017
Q4 | $50K | Hold |
1,291
| – | – | 0.01% | 372 |
|
|
2017
Q3 | $48K | Buy |
+1,291
| New | +$48K | 0.01% | 308 |
|