Bartlett & Co Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536 | Buy |
+34
| New | +$536 | ﹤0.01% | 1164 |
|
|
2020
Q4 | – | Sell |
-163
| Closed | -$1.86K | – | 1214 |
|
|
2020
Q3 | $1.86K | Hold |
163
| – | – | ﹤0.01% | 792 |
|
|
2020
Q2 | $1.75K | Hold |
163
| – | – | ﹤0.01% | 794 |
|
|
2020
Q1 | $1.48K | Hold |
163
| – | – | ﹤0.01% | 790 |
|
|
2019
Q4 | $2.93K | Sell |
163
-800
| -83% | -$14.4K | ﹤0.01% | 796 |
|
|
2019
Q3 | $16.3K | Buy |
+963
| New | +$16.3K | ﹤0.01% | 682 |
|
|
2018
Q4 | – | Sell |
-24
| Closed | -$549 | – | 712 |
|
|
2018
Q3 | $549 | Buy |
+24
| New | +$549 | ﹤0.01% | 682 |
|
|
2018
Q2 | – | Sell |
-626
| Closed | -$20K | – | 744 |
|
|
2018
Q1 | $20K | Buy |
+626
| New | +$20K | ﹤0.01% | 539 |
|