Carolinas Wealth Consulting’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-51
| Closed | -$774 | – | 477 |
|
|
2025
Q1 | $774 | Hold |
51
| – | – | ﹤0.01% | 929 |
|
|
2024
Q4 | $892 | Hold |
51
| – | – | ﹤0.01% | 964 |
|
|
2024
Q3 | $896 | Hold |
51
| – | – | ﹤0.01% | 943 |
|
|
2024
Q2 | $763 | Buy |
51
+10
| +24% | +$150 | ﹤0.01% | 940 |
|
|
2024
Q1 | $680 | Hold |
41
| – | – | ﹤0.01% | 953 |
|
|
2023
Q4 | $731 | Hold |
41
| – | – | ﹤0.01% | 866 |
|
|
2023
Q3 | $532 | Hold |
41
| – | – | ﹤0.01% | 922 |
|
|
2023
Q2 | $689 | Hold |
41
| – | – | ﹤0.01% | 953 |
|
|
2023
Q1 | $672 | Hold |
41
| – | – | ﹤0.01% | 953 |
|
|
2022
Q4 | $738 | Hold |
41
| – | – | ﹤0.01% | 950 |
|
|
2022
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 829 |
|
|
2022
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 830 |
|
|
2022
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 857 |
|
|
2021
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 897 |
|
|
2021
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 872 |
|
|
2021
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 886 |
|
|
2021
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 884 |
|
|
2020
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 810 |
|
|
2020
Q3 | $0 | Hold |
41
| – | – | ﹤0.01% | 970 |
|
|
2020
Q2 | $0 | Buy |
+41
| New | – | ﹤0.01% | 691 |
|