HAM
Harmony Asset Management’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
90,922
+18,512
| +26% | +$292K | 0.54% | 57 |
|
|
2025
Q1 | $1.1M | Buy |
72,410
+1,010
| +1% | +$15.3K | 0.46% | 59 |
|
|
2024
Q4 | $1.25M | Buy |
71,400
+10,000
| +16% | +$175K | 0.49% | 54 |
|
|
2024
Q3 | $1.08M | Buy |
61,400
+600
| +1% | +$10.5K | 0.4% | 61 |
|
|
2024
Q2 | $910K | Sell |
60,800
-24,025
| -28% | -$359K | 0.38% | 60 |
|
|
2024
Q1 | $1.41M | Sell |
84,825
-2,300
| -3% | -$38.2K | 0.58% | 52 |
|
|
2023
Q4 | $1.55M | Buy |
+87,125
| New | +$1.55M | 0.66% | 48 |
|