Baldrige Asset Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $363K | Hold |
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|
2022
Q4 | $398K | Hold |
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|
2022
Q3 | $303K | Hold |
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|
2022
Q2 | $357K | Hold |
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|
2022
Q1 | $510K | Hold |
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|
2021
Q4 | $509K | Sell |
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|
2021
Q3 | $562K | Sell |
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|
2021
Q2 | $665K | Sell |
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|
2021
Q1 | $671K | Sell |
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|
2020
Q4 | $478K | Hold |
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|
2020
Q3 | $313K | Sell |
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|
2020
Q2 | $345K | Hold |
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|
2020
Q1 | $291K | Hold |
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|
2019
Q4 | $577K | Sell |
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|
2019
Q3 | $590K | Sell |
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|
2019
Q2 | $780K | Sell |
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|
2019
Q1 | $830K | Buy |
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