Creative Financial Designs’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $229 | Sell |
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2025
Q2 | $1.34K | Buy |
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|
2025
Q1 | $1.14K | Sell |
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|
2024
Q4 | $4.49K | Buy |
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|
2024
Q3 | $2.67K | Sell |
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|
2024
Q2 | $14.7K | Hold |
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|
2024
Q1 | $16.3K | Sell |
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|
2023
Q4 | $23K | Buy |
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|
2023
Q3 | $1.09K | Hold |
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|
2023
Q2 | $1.26K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $3K | Sell |
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|
2020
Q2 | $286K | Buy |
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|
2020
Q1 | $238K | Buy |
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|
2019
Q4 | $459K | Buy |
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|
2019
Q3 | $367K | Buy |
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|
2019
Q2 | $287K | Sell |
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|
2019
Q1 | $279K | Buy |
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|
2018
Q4 | $181K | Buy |
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|
2018
Q3 | $173K | Buy |
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