Impact Partnership Wealth’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
30,156
+13,817
| +85% | +$218K | 0.09% | 145 |
|
|
2025
Q1 | $248K | Buy |
+16,339
| New | +$248K | 0.05% | 196 |
|
|
2024
Q2 | – | Sell |
-21,818
| Closed | -$362K | – | 463 |
|
|
2024
Q1 | $362K | Buy |
21,818
+3,001
| +16% | +$49.8K | 0.14% | 103 |
|
|
2023
Q4 | $336K | Buy |
18,817
+5,447
| +41% | +$97.2K | 0.12% | 109 |
|
|
2023
Q3 | $194K | Sell |
13,370
-41,566
| -76% | -$604K | 0.06% | 181 |
|
|
2023
Q2 | $923K | Buy |
+54,936
| New | +$923K | 0.32% | 30 |
|