CIBC Private Wealth Group’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 | $435K | Sell |
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|
2025
Q1 | $18.2M | Sell |
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|
2024
Q4 | $29.3M | Buy |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $647K | Buy |
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|
2024
Q1 | $707K | Buy |
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|
2023
Q4 | $376K | Buy |
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|
2023
Q3 | $302K | Hold |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $6.42M | Sell |
|
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $824K | Buy |
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|
2021
Q4 | $473K | Sell |
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|
2021
Q3 | $906K | Sell |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $676K | Buy |
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|
2020
Q3 | $327K | Sell |
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|
2020
Q2 | $2.46M | Buy |
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|
2020
Q1 | $2.05M | Buy |
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|
2019
Q4 | $810K | Sell |
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|
2019
Q3 | $793K | Sell |
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|
2019
Q2 | $1.58M | Buy |
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|
2019
Q1 | $1.18M | Sell |
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|
2018
Q4 | $1.04M | Buy |
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|
2018
Q3 | $724K | Sell |
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|
2018
Q2 | $866K | Sell |
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|
2018
Q1 | $1.05M | Buy |
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|
2017
Q4 | $1.07M | Sell |
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|
2017
Q3 | $1.11M | Buy |
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|
2017
Q2 | $939K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $811K | Sell |
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|
2014
Q3 | $833K | Buy |
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