Bailard’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-31,200	Closed	-$473K	–	801
2025 Q1	$473K	Buy	+31,200	New	+$473K	0.01%	476
2020 Q3	–	Sell	-10,845	Closed	-$117K	–	593
2020 Q2	$117K	Buy	+10,845	New	+$117K	0.01%	483