Econ Financial Services’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-151,166	Closed	-$2.29M	–	92
2025 Q1	$2.29M	Buy	151,166 +29,632	+24%	+$450K	1.22%	20
2024 Q4	$2.12M	Buy	121,534 +69,217	+132%	+$1.21M	1.22%	26
2024 Q3	$919K	Buy	+52,317	New	+$919K	0.51%	48