JPWM
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Jamison Private Wealth Management’s Invesco IVZ Stock Holding History

Jamison Private Wealth Management’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-80
Closed -$1.33K – 485
2024
Q1 		$1.33K Buy
+80
New +$1.33K ﹤0.01% 410