Caitlin John’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-53
| Closed | -$926 | – | 457 |
|
|
2024
Q4 | $926 | Hold |
53
| – | – | ﹤0.01% | 720 |
|
|
2024
Q3 | $935 | Hold |
53
| – | – | ﹤0.01% | 723 |
|
|
2024
Q2 | $793 | Hold |
53
| – | – | ﹤0.01% | 734 |
|
|
2024
Q1 | $879 | Sell |
53
-139
| -72% | -$2.31K | ﹤0.01% | 747 |
|
|
2023
Q4 | $3.43K | Buy |
+192
| New | +$3.43K | ﹤0.01% | 620 |
|