Evoke 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 | $390K | Buy |
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|
2025
Q2 | $234K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $15K | Sell |
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|
2021
Q4 | $15K | Buy |
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|
2021
Q3 | $16K | Sell |
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|
2021
Q2 | $18K | Sell |
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|
2021
Q1 | $20K | Buy |
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|
2020
Q4 | $12K | Buy |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Sell |
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|
2020
Q1 | $4.2K | Sell |
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|
2019
Q4 | $26.1K | Sell |
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|
2019
Q3 | $31.7K | Buy |
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