DiNuzzo Private Wealth’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53K | Buy |
97
+13
| +15% | +$205 | ﹤0.01% | 703 |
|
|
2025
Q1 | $1.28K | Sell |
84
-12
| -13% | -$182 | ﹤0.01% | 745 |
|
|
2024
Q4 | $1.68K | Buy |
96
+5
| +5% | +$87 | ﹤0.01% | 660 |
|
|
2024
Q3 | $1.6K | Buy |
91
+3
| +3% | +$53 | ﹤0.01% | 695 |
|
|
2024
Q2 | $1.32K | Buy |
88
+13
| +17% | +$195 | ﹤0.01% | 684 |
|
|
2024
Q1 | $1.25K | Buy |
75
+6
| +9% | +$100 | ﹤0.01% | 648 |
|
|
2023
Q4 | $1.23K | Buy |
+69
| New | +$1.23K | ﹤0.01% | 628 |
|