Element Wealth’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 | $299K | Buy |
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|
2025
Q2 | $205K | Sell |
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|
2025
Q1 | $301K | Buy |
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|
2024
Q4 | $345K | Buy |
|
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|
2024
Q3 | $345K | Buy |
|
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|
2024
Q2 | $293K | Buy |
|
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|
2024
Q1 | $323K | Buy |
|
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|
2023
Q4 | $346K | Sell |
|
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|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $436K | Buy |
|
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|
2023
Q1 | $424K | Buy |
|
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|
2022
Q4 | $463K | Buy |
|
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|
2022
Q3 | $351K | Buy |
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|
2022
Q2 | $412K | Buy |
|
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|
2022
Q1 | $587K | Sell |
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|
2021
Q4 | $616K | Buy |
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|
2021
Q3 | $643K | Sell |
|
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|
2021
Q2 | $741K | Buy |
|
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|
2021
Q1 | $697K | Sell |
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|
2020
Q4 | $528K | Buy |
|
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|
2020
Q3 | $344K | Buy |
|
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|
2020
Q2 | $323K | Buy |
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|
2020
Q1 | $172K | Buy |
|