Abound Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | -$7 | – | 1352 |
|
|
2023
Q4 | – | Sell |
-168
| Closed | -$2.45K | – | 1324 |
|
|
2023
Q3 | $2.45K | Hold |
168
| – | – | ﹤0.01% | 589 |
|
|
2023
Q2 | $2.83K | Hold |
168
| – | – | ﹤0.01% | 600 |
|
|
2023
Q1 | $2.76K | Buy |
168
+128
| +320% | +$2.11K | ﹤0.01% | 538 |
|
|
2022
Q4 | $728 | Hold |
40
| – | – | ﹤0.01% | 636 |
|
|
2022
Q3 | $555 | Buy |
+40
| New | +$555 | ﹤0.01% | 654 |
|