ICA Group Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-210
| Closed | -$3.48K | – | 1043 |
|
|
2024
Q1 | $3.48K | Buy |
210
+3
| +1% | +$50 | ﹤0.01% | 1098 |
|
|
2023
Q4 | $3.69K | Buy |
+207
| New | +$3.69K | ﹤0.01% | 1082 |
|
|
2023
Q3 | – | Sell |
-962
| Closed | -$16.2K | – | 704 |
|
|
2023
Q2 | $16.2K | Buy |
962
+3
| +0.3% | +$50 | ﹤0.01% | 742 |
|
|
2023
Q1 | $15.7K | Buy |
959
+199
| +26% | +$3.26K | ﹤0.01% | 722 |
|
|
2022
Q4 | $13.7K | Buy |
+760
| New | +$13.7K | ﹤0.01% | 767 |
|