Forum Financial 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 | $439K | Buy |
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|
2025
Q2 | $273K | Buy |
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|
2025
Q1 | $251K | Buy |
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|
2024
Q4 | $288K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $151K | Hold |
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|
2023
Q2 | $175K | Hold |
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|
2023
Q1 | $171K | Hold |
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|
2022
Q4 | $188K | Hold |
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|
2022
Q3 | $143K | Sell |
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|
2022
Q2 | $187K | Buy |
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|
2022
Q1 | $240K | Hold |
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|
2021
Q4 | $240K | Buy |
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