Greenleaf Trust’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 | $284K | Buy |
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|
2025
Q2 | $191K | Sell |
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|
2025
Q1 | $211K | Sell |
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|
2024
Q4 | $245K | Sell |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $218K | Sell |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $263K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $174K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $160K | Buy |
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|
2022
Q2 | $187K | Buy |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $202K | Buy |
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|
2021
Q2 | $224K | Buy |
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|
2021
Q1 | $207K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $139K | Buy |
|