Cornerstone Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Buy |
+11,200
| New | +$177K | 0.01% | 623 |
|
|
2019
Q2 | – | Sell |
-4,285
| Closed | -$360K | – | 428 |
|
|
2019
Q1 | $360K | Buy |
+4,285
| New | +$360K | 0.04% | 340 |
|
|
2018
Q4 | – | Sell |
-278,448
| Closed | -$7.79M | – | 744 |
|
|
2018
Q3 | $7.79M | Buy |
278,448
+92,056
| +49% | +$2.58M | 0.1% | 208 |
|
|
2018
Q2 | $6.96M | Buy |
186,392
+177,916
| +2,099% | +$6.64M | 0.08% | 257 |
|
|
2018
Q1 | $262K | Buy |
8,476
+1,038
| +14% | +$32.1K | 0.05% | 316 |
|
|
2017
Q4 | $272K | Sell |
7,438
-355
| -5% | -$13K | 0.05% | 321 |
|
|
2017
Q3 | $278K | Buy |
7,793
+2,193
| +39% | +$78.2K | 0.06% | 297 |
|
|
2017
Q2 | $203K | Buy |
+5,600
| New | +$203K | 0.05% | 354 |
|