Everence Capital Management’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 | $305K | Hold |
|
|||||
|
2025
Q2 | $210K | Hold |
|
|||||
|
2025
Q1 | $202K | Hold |
|
|||||
|
2024
Q4 | $233K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $494 | Hold |
|
|||||
|
2024
Q1 | $578 | Hold |
|
|||||
|
2023
Q4 | $621K | Hold |
|
|||||
|
2023
Q3 | $506 | Hold |
|
|||||
|
2023
Q2 | $501K | Hold |
|
|||||
|
2023
Q1 | $571 | Buy |
|
|||||
|
2022
Q4 | $282 | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $512K | Buy |
|
|||||
|
2020
Q2 | $163K | Hold |
|
|||||
|
2020
Q1 | $185K | Hold |
|
|||||
|
2019
Q4 | $367K | Hold |
|
|||||
|
2019
Q3 | $345K | Hold |
|
|||||
|
2019
Q2 | $417K | Hold |
|
|||||
|
2019
Q1 | $394K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $222K | Hold |
|
|||||
|
2018
Q2 | $258K | Hold |
|
|||||
|
2018
Q1 | $311K | Hold |
|
|||||
|
2017
Q4 | $355K | Hold |
|
|||||
|
2017
Q3 | $340K | Hold |
|
|||||
|
2017
Q2 | $342K | Hold |
|
|||||
|
2017
Q1 | $297K | Hold |
|
|||||
|
2016
Q4 | $295K | Hold |
|
|||||
|
2016
Q3 | $304K | Hold |
|
|||||
|
2016
Q2 | $248K | Buy |
|