Avondale Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,050
| Closed | -$15.7K | – | 119 |
|
|
2024
Q2 | $15.7K | Hold |
1,050
| – | – | 0.01% | 110 |
|
|
2024
Q1 | $17.4K | Hold |
1,050
| – | – | 0.01% | 108 |
|
|
2023
Q4 | $18.7K | Hold |
1,050
| – | – | 0.02% | 105 |
|
|
2023
Q3 | $15.2K | Hold |
1,050
| – | – | 0.01% | 112 |
|
|
2023
Q2 | $17.7K | Hold |
1,050
| – | – | 0.01% | 105 |
|
|
2023
Q1 | $17.2K | Hold |
1,050
| – | – | 0.01% | 111 |
|
|
2022
Q4 | $18.9K | Hold |
1,050
| – | – | 0.02% | 103 |
|
|
2022
Q3 | $14K | Hold |
1,050
| – | – | 0.02% | 102 |
|
|
2022
Q2 | $17K | Hold |
1,050
| – | – | 0.02% | 93 |
|
|
2022
Q1 | $24K | Hold |
1,050
| – | – | 0.03% | 87 |
|
|
2021
Q4 | $24K | Buy |
+1,050
| New | +$24K | 0.02% | 89 |
|