CAZ Investments’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $766K | Hold |
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|
2021
Q4 | $764K | Hold |
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|
2021
Q3 | $800K | Hold |
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|
2021
Q2 | $887K | Sell |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $2.8M | Sell |
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|
2020
Q3 | $1.86M | Sell |
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|
2020
Q2 | $1.75M | Buy |
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|
2020
Q1 | $324K | Buy |
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|
2019
Q4 | $545K | Buy |
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