Atria Investments’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $359K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $109K | Sell |
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|
2019
Q4 | $293K | Sell |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q2 | $1.01M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.98M | Sell |
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|
2018
Q2 | $2.35M | Buy |
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|
2018
Q1 | $2.82M | Buy |
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|
2017
Q4 | $3.11M | Sell |
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|
2017
Q3 | $3.05M | Buy |
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|
2017
Q2 | $2.94M | Sell |
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|
2017
Q1 | $2.58M | Buy |
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|
2016
Q4 | $1.99M | Buy |
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|
2016
Q3 | $1.27M | Buy |
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|
2016
Q2 | $818K | Buy |
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|
2016
Q1 | $751K | Buy |
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|
2015
Q4 | $292K | Buy |
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