CVA Family Office’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599 | Sell |
38
-35
| -48% | -$552 | ﹤0.01% | 1185 |
|
|
2025
Q1 | $1.11K | Sell |
73
-13
| -15% | -$197 | ﹤0.01% | 1087 |
|
|
2024
Q4 | $1.5K | Hold |
86
| – | – | ﹤0.01% | 1037 |
|
|
2024
Q3 | $1.51K | Hold |
86
| – | – | ﹤0.01% | 1014 |
|
|
2024
Q2 | $1.29K | Buy |
86
+46
| +115% | +$688 | ﹤0.01% | 1029 |
|
|
2024
Q1 | $664 | Hold |
40
| – | – | ﹤0.01% | 1019 |
|
|
2023
Q4 | $714 | Buy |
+40
| New | +$714 | ﹤0.01% | 1005 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$90 | – | 991 |
|
|
2022
Q4 | $90 | Sell |
5
-1,120
| -100% | -$20.2K | ﹤0.01% | 940 |
|
|
2022
Q3 | $15K | Buy |
1,125
+835
| +288% | +$11.1K | ﹤0.01% | 577 |
|
|
2022
Q2 | $5K | Sell |
290
-580
| -67% | -$10K | ﹤0.01% | 746 |
|
|
2022
Q1 | $20K | Buy |
870
+690
| +383% | +$15.9K | ﹤0.01% | 561 |
|
|
2021
Q4 | $4K | Buy |
+180
| New | +$4K | ﹤0.01% | 778 |
|
|
2021
Q3 | – | Sell |
-275
| Closed | -$7K | – | 605 |
|
|
2021
Q2 | $7K | Hold |
275
| – | – | ﹤0.01% | 713 |
|
|
2021
Q1 | $7K | Buy |
+275
| New | +$7K | ﹤0.01% | 571 |
|