Evoke Wealth’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
+14,808
| New | +$234K | 0.01% | 511 |
|
|
2022
Q4 | – | Sell |
-807
| Closed | -$11K | – | 754 |
|
|
2022
Q3 | $11K | Hold |
807
| – | – | ﹤0.01% | 740 |
|
|
2022
Q2 | $13K | Buy |
807
+143
| +22% | +$2.3K | ﹤0.01% | 730 |
|
|
2022
Q1 | $15K | Sell |
664
-4
| -0.6% | -$90 | ﹤0.01% | 706 |
|
|
2021
Q4 | $15K | Buy |
668
+1
| +0.1% | +$22 | ﹤0.01% | 725 |
|
|
2021
Q3 | $16K | Sell |
667
-1
| -0.1% | -$24 | ﹤0.01% | 669 |
|
|
2021
Q2 | $18K | Sell |
668
-144
| -18% | -$3.88K | ﹤0.01% | 670 |
|
|
2021
Q1 | $20K | Buy |
812
+148
| +22% | +$3.65K | ﹤0.01% | 589 |
|
|
2020
Q4 | $12K | Buy |
664
+622
| +1,481% | +$11.2K | ﹤0.01% | 560 |
|
|
2020
Q3 | $0 | Hold |
42
| – | – | ﹤0.01% | 1072 |
|
|
2020
Q2 | $0 | Sell |
42
-420
| -91% | – | ﹤0.01% | 1127 |
|
|
2020
Q1 | $4.2K | Sell |
462
-991
| -68% | -$9.01K | ﹤0.01% | 650 |
|
|
2019
Q4 | $26.1K | Sell |
1,453
-418
| -22% | -$7.52K | ﹤0.01% | 532 |
|
|
2019
Q3 | $31.7K | Buy |
+1,871
| New | +$31.7K | ﹤0.01% | 552 |
|