Caption 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
Q2 | $30.4K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $45.3K | Sell |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $2.8M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.61M | Buy |
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|
2021
Q4 | $691K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $183K | Hold |
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|
2020
Q3 | $120K | Buy |
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|
2020
Q2 | $54K | Buy |
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