Hennion & Walsh Asset Management’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 | – | Sell |
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|
2025
Q1 | $242K | Sell |
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|
2024
Q4 | $725K | Sell |
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|
2024
Q3 | $939K | Sell |
|
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|
2024
Q2 | $822K | Buy |
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|
2024
Q1 | $903K | Buy |
|
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|
2023
Q4 | $633K | Buy |
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|
2023
Q3 | $163K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $164K | Sell |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $571K | Sell |
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|
2021
Q4 | $579K | Buy |
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|
2021
Q3 | $461K | Buy |
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|
2021
Q2 | $352K | Buy |
|