Bay Harbor 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 | $711 | Buy |
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|
2025
Q2 | $410 | Buy |
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|
2025
Q1 | $106 | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $50K | Sell |
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|
2019
Q4 | $104K | Buy |
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|
2019
Q3 | $90K | Sell |
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|
2019
Q2 | $120K | Buy |
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|
2019
Q1 | $68K | Sell |
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|
2018
Q4 | $60K | Buy |
|