Colonial Trust’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3K Buy
+190
New +$3K ﹤0.01% 929
2025
Q1
Sell
-2,171
Closed -$37.9K 1226
2024
Q4
$37.9K Buy
+2,171
New +$37.9K 0.01% 634