Crewe Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489 | Buy |
31
+15
| +94% | +$237 | ﹤0.01% | 647 |
|
|
2025
Q1 | $243 | Hold |
16
| – | – | ﹤0.01% | 687 |
|
|
2024
Q4 | $280 | Buy |
+16
| New | +$280 | ﹤0.01% | 618 |
|
|
2024
Q1 | – | Sell |
-85
| Closed | -$1.52K | – | 974 |
|
|
2023
Q4 | $1.52K | Buy |
+85
| New | +$1.52K | ﹤0.01% | 304 |
|
|
2022
Q4 | – | Sell |
-4
| Closed | – | – | 1151 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1264 |
|
|
2020
Q4 | – | Sell |
-2,553
| Closed | -$29K | – | 555 |
|
|
2020
Q3 | $29K | Buy |
+2,553
| New | +$29K | 0.01% | 160 |
|