Castleview Partners’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 |
-1,123
| Closed | -$19.8K | – | 373 |
|
|
2024
Q4 | $19.8K | Hold |
1,123
| – | – | 0.01% | 472 |
|
|
2024
Q3 | $19.7K | Hold |
1,123
| – | – | 0.01% | 448 |
|
|
2024
Q2 | $16.8K | Hold |
1,123
| – | – | 0.01% | 456 |
|
|
2024
Q1 | $18.6K | Hold |
1,123
| – | – | 0.01% | 476 |
|
|
2023
Q4 | $20K | Hold |
1,123
| – | – | 0.01% | 438 |
|
|
2023
Q3 | $16.3K | Hold |
1,123
| – | – | 0.02% | 379 |
|
|
2023
Q2 | $18.9K | Hold |
1,123
| – | – | 0.02% | 362 |
|
|
2023
Q1 | $18.4K | Hold |
1,123
| – | – | 0.02% | 355 |
|
|
2022
Q4 | $20.2K | Buy |
+1,123
| New | +$20.2K | 0.02% | 300 |
|