Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $774 | Hold |
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|
2024
Q4 | $892 | Hold |
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|
2024
Q3 | $896 | Hold |
|
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|
2024
Q2 | $763 | Buy |
|
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|
2024
Q1 | $680 | Hold |
|
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|
2023
Q4 | $731 | Hold |
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|
2023
Q3 | $532 | Hold |
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|
2023
Q2 | $689 | Hold |
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|
2023
Q1 | $672 | Hold |
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|
2022
Q4 | $738 | Hold |
|
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|
2022
Q3 | $1K | Hold |
|
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
|
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|
2021
Q4 | $1K | Hold |
|
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Buy |
|