Cacti 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.38M | Sell |
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|
2025
Q2 | $5.23M | Hold |
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|
2025
Q1 | $5.06M | Buy |
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|
2024
Q4 | $5.7M | Hold |
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|
2024
Q3 | $5.73M | Hold |
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|
2024
Q2 | $4.85M | Hold |
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|
2024
Q1 | $5.1M | Buy |
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|
2023
Q4 | $3.58M | Hold |
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|
2023
Q3 | $2.88M | Buy |
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|
2023
Q2 | $3.08M | Sell |
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|
2023
Q1 | $4.85M | Buy |
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|
2022
Q4 | $5.13M | Hold |
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|
2022
Q3 | $3.91M | Sell |
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|
2022
Q2 | $4.76M | Buy |
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|
2022
Q1 | $6.54M | Buy |
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|
2021
Q4 | $6.19M | Hold |
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|
2021
Q3 | $6.49M | Hold |
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|
2021
Q2 | $7.38M | Buy |
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|
2021
Q1 | $6.53M | Buy |
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|
2020
Q4 | $3.19M | Buy |
|