Clearstead Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2K | Sell |
1,474
-1,266
| -46% | -$20K | ﹤0.01% | 1560 |
|
|
2025
Q1 | $41.6K | Buy |
+2,740
| New | +$41.6K | ﹤0.01% | 1212 |
|
|
2024
Q4 | – | Sell |
-10
| Closed | -$176 | – | 2138 |
|
|
2024
Q3 | $176 | Buy |
+10
| New | +$176 | ﹤0.01% | 1986 |
|
|
2021
Q2 | – | Sell |
-17
| Closed | – | – | 1281 |
|
|
2021
Q1 | $0 | Buy |
+17
| New | – | ﹤0.01% | 1147 |
|