Global Financial Private Client’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-60
| Closed | -$910 | – | 895 |
|
|
2025
Q1 | $910 | Buy |
60
+33
| +122% | +$501 | ﹤0.01% | 1088 |
|
|
2024
Q4 | $472 | Buy |
+27
| New | +$472 | ﹤0.01% | 957 |
|
|
2020
Q2 | – | Sell |
-705
| Closed | -$5.65K | – | 532 |
|
|
2020
Q1 | $5.65K | Hold |
705
| – | – | 0.01% | 388 |
|
|
2019
Q4 | $12.7K | Buy |
+705
| New | +$12.7K | 0.01% | 365 |
|