Dorsey & Whitney Trust’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $233K | Buy |
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|
2024
Q3 | $226K | Buy |
|
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|
2024
Q2 | $192K | Sell |
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|
2024
Q1 | $214K | Sell |
|
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $244K | Buy |
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|
2023
Q1 | $227K | Sell |
|
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|
2022
Q4 | $267K | Buy |
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|
2022
Q3 | $195K | Buy |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $349K | Sell |
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|
2021
Q4 | $361K | Sell |
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|
2021
Q3 | $398K | Hold |
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|
2021
Q2 | $441K | Hold |
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|
2021
Q1 | $416K | Hold |
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|
2020
Q4 | $288K | Buy |
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|
2020
Q3 | $182K | Buy |
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|
2020
Q2 | $148K | Buy |
|