Apollon Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
14,331
-1,766
| -11% | -$27.9K | ﹤0.01% | 1128 |
|
|
2025
Q1 | $244K | Sell |
16,097
-7,347
| -31% | -$111K | 0.01% | 1034 |
|
|
2024
Q4 | $410K | Buy |
23,444
+7,986
| +52% | +$140K | 0.01% | 824 |
|
|
2024
Q3 | $271K | Buy |
+15,458
| New | +$271K | 0.01% | 943 |
|
|
2020
Q3 | – | Sell |
-29
| Closed | – | – | 418 |
|
|
2020
Q2 | $0 | Buy |
+29
| New | – | ﹤0.01% | 748 |
|