HHM Wealth Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Sell |
1,650
-450
| -21% | -$7.1K | ﹤0.01% | 473 |
|
|
2025
Q1 | $31.9K | Sell |
2,100
-7
| -0.3% | -$106 | ﹤0.01% | 436 |
|
|
2024
Q4 | $36.8K | Sell |
2,107
-293
| -12% | -$5.12K | 0.01% | 406 |
|
|
2024
Q3 | $42.1K | Sell |
2,400
-1,700
| -41% | -$29.9K | 0.01% | 365 |
|
|
2024
Q2 | $61.3K | Buy |
+4,100
| New | +$61.3K | 0.01% | 310 |
|