WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-321
| Closed | -$10K | – | 1682 |
|
|
2015
Q2 | $10K | Buy |
321
+2
| +0.6% | +$62 | ﹤0.01% | 1189 |
|
|
2015
Q1 | $10K | Sell |
319
-98
| -24% | -$3.07K | ﹤0.01% | 1205 |
|
|
2014
Q4 | $13K | Buy |
417
+321
| +334% | +$10K | ﹤0.01% | 1363 |
|
|
2014
Q3 | $3K | Buy |
+96
| New | +$3K | ﹤0.01% | 1789 |
|