Eagle Rock Investment Company’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 | $348K | Hold |
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|
2025
Q2 | $239K | Hold |
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|
2025
Q1 | $230K | Hold |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $227K | Hold |
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|
2024
Q1 | $252K | Hold |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $399K | Hold |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $325K | Hold |
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|
2022
Q1 | $465K | Hold |
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|
2021
Q4 | $464K | Buy |
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