Cornerstone Wealth 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
Q4 | $294K | Buy |
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|
2025
Q3 | $245K | Sell |
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|
2025
Q2 | $177K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $360K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $7.79M | Buy |
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|
2018
Q2 | $6.96M | Buy |
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|
2018
Q1 | $262K | Buy |
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|
2017
Q4 | $272K | Sell |
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|
2017
Q3 | $278K | Buy |
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|
2017
Q2 | $203K | Buy |
|