CWM
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Castle Wealth Management’s Invesco IVZ Stock Holding History

Castle Wealth Management’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-508
Closed -$7K – 364
2022
Q3 		$7K Hold
508
– – ﹤0.01% 466
2022
Q2 		$8K Buy
+508
New +$8K ﹤0.01% 437