Engrave Wealth Partners’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-256,132	Closed	-$6.85M	–	75
2021 Q2	$6.85M	Buy	256,132 +50,252	+24%	+$1.34M	2.07%	18
2021 Q1	$5.19M	Buy	+205,880	New	+$5.19M	2.09%	23