International Private 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 | – | Sell |
-17,665
| Closed | -$268K | – | 172 |
|
|
2025
Q1 | $268K | Buy |
17,665
+1,472
| +9% | +$22.3K | 0.26% | 116 |
|
|
2024
Q4 | $283K | Buy |
16,193
+118
| +0.7% | +$2.06K | 0.28% | 100 |
|
|
2024
Q3 | $282K | Sell |
16,075
-876
| -5% | -$15.4K | 0.41% | 79 |
|
|
2024
Q2 | $254K | Buy |
16,951
+260
| +2% | +$3.89K | 0.43% | 92 |
|
|
2024
Q1 | $277K | Buy |
+16,691
| New | +$277K | 0.53% | 73 |
|