DGS Capital Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $176K | Sell |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $254K | Sell |
|
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $319K | Sell |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | $308K | Buy |
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|
2022
Q1 | $375K | Buy |
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|
2021
Q4 | $287K | Buy |
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