Arax Advisory Partners’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.5K | Sell |
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|
2025
Q1 | $183K | Buy |
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|
2024
Q4 | $16.8K | Buy |
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|
2024
Q3 | $16.1K | Buy |
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|
2024
Q2 | $8.71K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $3.51K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $6.19K | Buy |
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|
2022
Q3 | $4K | Buy |
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|
2020
Q4 | $1K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2K | Hold |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $2K | Buy |
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