Continuum Advisory’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-526
| Closed | -$7.98K | – | 1007 |
|
|
2025
Q1 | $7.98K | Sell |
526
-99
| -16% | -$1.5K | ﹤0.01% | 1032 |
|
|
2024
Q4 | $10.9K | Sell |
625
-23
| -4% | -$402 | ﹤0.01% | 962 |
|
|
2024
Q3 | $11.5K | Buy |
648
+5
| +0.8% | +$89 | ﹤0.01% | 957 |
|
|
2024
Q2 | $9.62K | Buy |
643
+28
| +5% | +$419 | ﹤0.01% | 948 |
|
|
2024
Q1 | $9.35K | Buy |
+615
| New | +$9.35K | ﹤0.01% | 955 |
|