Capital Performance Advisors’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	-12,476	Closed	-$218K	–	272
2024 Q4	$218K	Buy	12,476 +5,003	+67%	+$87.5K	0.07%	137
2024 Q3	$131K	Buy	+7,473	New	+$131K	0.04%	153