GoalVest Advisory’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	-9	Closed	-$137	–	450
2025 Q1	$137	Buy	+9	New	+$137	﹤0.01%	482
2022 Q2	–	Sell	-25	Closed	-$1K	–	430
2022 Q1	$1K	Buy	+25	New	+$1K	﹤0.01%	340