Edgestream Partners’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
$2.2M Buy
2024
Q4
Sell
2024
Q3
$656K Buy
2024
Q2
Sell
2024
Q1
$785K Buy
2023
Q4
$808K Buy
2023
Q2
Sell
2023
Q1
$335K Buy
2018
Q3
Sell
2018
Q2
$1.72M Sell
2018
Q1
$2.47M Buy