AssetMark Inc’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 | $248K | Buy |
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|
2025
Q1 | $83.3K | Buy |
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|
2024
Q4 | $61.1K | Buy |
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|
2024
Q3 | $12.7K | Buy |
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|
2024
Q2 | $10.3K | Hold |
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|
2024
Q1 | $11.5K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $385K | Buy |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $192K | Buy |
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|
2022
Q2 | $135K | Buy |
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|
2022
Q1 | $41K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $18K | Sell |
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|
2017
Q3 | $39K | Buy |
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|
2017
Q2 | $35K | Hold |
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|
2017
Q1 | $31K | Sell |
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|
2016
Q4 | $31K | Sell |
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|
2016
Q3 | $37K | Sell |
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|
2016
Q2 | $42K | Buy |
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|
2016
Q1 | $19K | Buy |
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|
2015
Q4 | $7K | Buy |
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