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WMS Partners’s Invesco Large Cap Value ETF PWV Stock Holding History

WMS Partners’s Portfolio PWV Stock Details PWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,280
Closed -$466K – 209
2019
Q4 		$466K Hold
11,280
– – 0.1% 127
2019
Q3 		$432K Buy
+11,280
New +$432K 0.1% 130