EPG Wealth Management’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 |
-18,127
| Closed | -$275K | – | 375 |
|
|
2025
Q1 | $275K | Buy |
18,127
+422
| +2% | +$6.4K | 0.08% | 200 |
|
|
2024
Q4 | $309K | Sell |
17,705
-346
| -2% | -$6.05K | 0.08% | 193 |
|
|
2024
Q3 | $317K | Buy |
+18,051
| New | +$317K | 0.08% | 199 |
|
|
2024
Q2 | – | Sell |
-18,528
| Closed | -$307K | – | 218 |
|
|
2024
Q1 | $307K | Buy |
18,528
+884
| +5% | +$14.7K | 0.08% | 216 |
|
|
2023
Q4 | $269K | Buy |
17,644
+660
| +4% | +$10.1K | 0.07% | 212 |
|
|
2023
Q3 | $247K | Buy |
16,984
+1,662
| +11% | +$24.1K | 0.07% | 213 |
|
|
2023
Q2 | $258K | Buy |
15,322
+1,611
| +12% | +$27.1K | 0.08% | 207 |
|
|
2023
Q1 | $225K | Buy |
+13,711
| New | +$225K | 0.07% | 218 |
|
|
2022
Q4 | – | Sell |
-12,920
| Closed | -$177K | – | 388 |
|
|
2022
Q3 | $177K | Buy |
+12,920
| New | +$177K | 0.07% | 208 |
|