Gifford Fong Associates’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Hold |
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|
2025
Q1 | $3.87M | Hold |
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|
2024
Q4 | $4.46M | Hold |
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|
2024
Q3 | $4.49M | Hold |
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|
2024
Q2 | $3.82M | Hold |
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|
2024
Q1 | $4.24M | Hold |
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|
2023
Q4 | $4.56M | Hold |
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|
2023
Q3 | $3.71M | Buy |
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|
2023
Q2 | $3.87M | Buy |
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|
2023
Q1 | $3.04M | Hold |
|
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|
2022
Q4 | $3.33M | Hold |
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|
2022
Q3 | $2.54M | Hold |
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|
2022
Q2 | $2.99M | Hold |
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|
2022
Q1 | $4.28M | Hold |
|
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|
2021
Q4 | $4.27M | Hold |
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|
2021
Q3 | $4.47M | Hold |
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|
2021
Q2 | $4.96M | Hold |
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|
2021
Q1 | $4.68M | Hold |
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|
2020
Q4 | $3.23M | Hold |
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|
2020
Q3 | $2.12M | Buy |
|