Deseret Mutual Benefit Administrators’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 | $35.2K | Sell |
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|
2025
Q2 | $28.8K | Hold |
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|
2025
Q1 | $27.7K | Hold |
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|
2024
Q4 | $31.9K | Hold |
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|
2024
Q3 | $32K | Buy |
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|
2024
Q2 | $22.8K | Hold |
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|
2024
Q1 | $25.2K | Hold |
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|
2023
Q4 | $27.1K | Sell |
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|
2023
Q3 | $28.4K | Sell |
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|
2023
Q2 | $34.4K | Hold |
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|
2023
Q1 | $33.5K | Hold |
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|
2022
Q4 | $36.8K | Sell |
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|
2022
Q3 | $55K | Hold |
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|
2022
Q2 | $65K | Hold |
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|
2022
Q1 | $93K | Sell |
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|
2021
Q4 | $112K | Hold |
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|
2021
Q3 | $117K | Sell |
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|
2021
Q2 | $203K | Buy |
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