Hoertkorn Richard Charles’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 | $106K | Hold |
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|
2024
Q4 | $122K | Sell |
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|
2024
Q3 | $135K | Sell |
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|
2024
Q2 | $125K | Sell |
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|
2024
Q1 | $166K | Hold |
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|
2023
Q4 | $178K | Hold |
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|
2023
Q3 | $145K | Hold |
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|
2023
Q2 | $168K | Hold |
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|
2023
Q1 | $164K | Hold |
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|
2022
Q4 | $180K | Buy |
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