Janiczek Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.53K | Hold |
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|
2024
Q1 | $2.8K | Hold |
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|
2023
Q4 | $3.02K | Hold |
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|
2023
Q3 | $2.45K | Hold |
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|
2023
Q2 | $2.84K | Sell |
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|
2023
Q1 | $4.31K | Hold |
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|
2022
Q4 | $4.99K | Hold |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $15K | Sell |
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|
2021
Q3 | $31K | Sell |
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|
2021
Q2 | $36K | Buy |
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|
2021
Q1 | $19K | Buy |
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|
2020
Q4 | $12K | Buy |
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|
2020
Q3 | $5K | Buy |
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