Cornerstone Planning Group’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93K | Sell |
91
-209
| -70% | -$4.42K | ﹤0.01% | 960 |
|
|
2025
Q1 | $4.05K | Buy |
300
+53
| +21% | +$716 | ﹤0.01% | 790 |
|
|
2024
Q4 | $4.38K | Hold |
247
| – | – | ﹤0.01% | 610 |
|
|
2024
Q3 | $4.43K | Hold |
247
| – | – | ﹤0.01% | 587 |
|
|
2024
Q2 | $3.7K | Buy |
247
+147
| +147% | +$2.2K | ﹤0.01% | 636 |
|
|
2024
Q1 | $1.48K | Buy |
+100
| New | +$1.48K | ﹤0.01% | 711 |
|