Bartlett & Co Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.79K | Buy |
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|
2025
Q2 | $536 | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.86K | Hold |
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|
2020
Q2 | $1.75K | Hold |
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|
2020
Q1 | $1.48K | Hold |
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|
2019
Q4 | $2.93K | Sell |
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|
2019
Q3 | $16.3K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $549 | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $20K | Buy |
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