Avion Wealth’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Buy |
536
+36
| +7% | +$537 | ﹤0.01% | 523 |
|
|
2025
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 440 |
|
|
2024
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 439 |
|
|
2024
Q3 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 413 |
|
|
2023
Q4 | – | Sell |
-32
| Closed | – | – | 1212 |
|
|
2023
Q3 | $0 | Buy |
+32
| New | – | ﹤0.01% | 1006 |
|