Wescott Financial Advisory Group’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 | $442K | Hold |
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|
2025
Q1 | $424K | Hold |
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|
2024
Q4 | $405K | Hold |
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|
2024
Q3 | $415K | Hold |
|
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|
2024
Q2 | $392K | Hold |
|
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|
2024
Q1 | $404K | Hold |
|
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|
2023
Q4 | $361K | Hold |
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|
2023
Q3 | $333K | Hold |
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|
2023
Q2 | $332K | Hold |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $335K | Hold |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $311K | Hold |
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|
2022
Q1 | $348K | Buy |
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