Coldstream Capital Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $273K | Buy |
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|
2025
Q2 | $174K | Buy |
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|
2025
Q1 | $149K | Sell |
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|
2024
Q4 | $194K | Buy |
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|
2024
Q3 | $190K | Buy |
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|
2024
Q2 | $155K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $172K | Sell |
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|
2023
Q1 | $172K | Sell |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q2 | $188K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $203K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.65M | Sell |
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|
2015
Q2 | $2.02M | Buy |
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|
2015
Q1 | $2.13M | Buy |
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|
2014
Q4 | $2.03M | Buy |
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|
2014
Q3 | $1.93M | Buy |
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|
2014
Q2 | $1.82M | Buy |
|