Forum Financial 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 | $273K | Buy |
17,327
+791
| +5% | +$12.5K | ﹤0.01% | 721 |
|
|
2025
Q1 | $251K | Buy |
16,536
+55
| +0.3% | +$834 | ﹤0.01% | 699 |
|
|
2024
Q4 | $288K | Buy |
+16,481
| New | +$288K | ﹤0.01% | 639 |
|
|
2023
Q4 | – | Sell |
-10,430
| Closed | -$151K | – | 703 |
|
|
2023
Q3 | $151K | Hold |
10,430
| – | – | ﹤0.01% | 604 |
|
|
2023
Q2 | $175K | Hold |
10,430
| – | – | ﹤0.01% | 621 |
|
|
2023
Q1 | $171K | Hold |
10,430
| – | – | ﹤0.01% | 582 |
|
|
2022
Q4 | $188K | Hold |
10,430
| – | – | 0.01% | 550 |
|
|
2022
Q3 | $143K | Sell |
10,430
-1,135
| -10% | -$15.6K | 0.01% | 510 |
|
|
2022
Q2 | $187K | Buy |
11,565
+1,136
| +11% | +$18.4K | 0.01% | 532 |
|
|
2022
Q1 | $240K | Hold |
10,429
| – | – | 0.01% | 490 |
|
|
2021
Q4 | $240K | Buy |
+10,429
| New | +$240K | 0.01% | 529 |
|