Wellesley Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $225K | Hold |
|
|||||
|
2019
Q4 | $308K | Sell |
|
|||||
|
2019
Q3 | $316K | Sell |
|
|||||
|
2019
Q2 | $345K | Sell |
|
|||||
|
2019
Q1 | $371K | Hold |
|
|||||
|
2018
Q4 | $342K | Hold |
|
|||||
|
2018
Q3 | $391K | Sell |
|
|||||
|
2018
Q2 | $395K | Buy |
|
|||||
|
2018
Q1 | $384K | Sell |
|
|||||
|
2017
Q4 | $450K | Sell |
|
|||||
|
2017
Q3 | $485K | Sell |
|
|||||
|
2017
Q2 | $504K | Hold |
|
|||||
|
2017
Q1 | $492K | Sell |
|
|||||
|
2016
Q4 | $483K | Buy |
|
|||||
|
2016
Q3 | $403K | Sell |
|
|||||
|
2016
Q2 | $448K | Sell |
|
|||||
|
2016
Q1 | $599K | Sell |
|
|||||
|
2015
Q4 | $678K | Buy |
|