Beacon Investment Advisory Services’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $420K | Buy |
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|
2025
Q3 | $347K | Hold |
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|
2025
Q2 | $238K | Sell |
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|
2025
Q1 | $244K | Hold |
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|
2024
Q4 | $281K | Hold |
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|
2024
Q3 | $282K | Hold |
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|
2024
Q2 | $241K | Hold |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q4 | $287K | Buy |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | $267K | Buy |
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|
2023
Q1 | $260K | Sell |
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|
2022
Q4 | $289K | Hold |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $370K | Buy |
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|
2021
Q3 | $388K | Buy |
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|
2021
Q2 | $421K | Sell |
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|
2021
Q1 | $787K | Hold |
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|
2020
Q4 | $544K | Hold |
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|
2020
Q3 | $356K | Buy |
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