JFS Wealth Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64K | Sell |
|
|||||
|
2025
Q1 | $5.69K | Buy |
|
|||||
|
2024
Q4 | $6.15K | Buy |
|
|||||
|
2024
Q3 | $6.04K | Buy |
|
|||||
|
2024
Q2 | $4.67K | Sell |
|
|||||
|
2024
Q1 | $5.28K | Buy |
|
|||||
|
2023
Q4 | $4.8K | Sell |
|
|||||
|
2023
Q3 | $12.5K | Buy |
|
|||||
|
2023
Q2 | $13.6K | Buy |
|
|||||
|
2023
Q1 | $13K | Sell |
|
|||||
|
2022
Q4 | $15.6K | Sell |
|
|||||
|
2022
Q3 | $12K | Buy |
|
|||||
|
2022
Q2 | $9K | Sell |
|
|||||
|
2022
Q1 | $19K | Buy |
|
|||||
|
2021
Q4 | $14K | Buy |
|
|||||
|
2021
Q3 | $12K | Hold |
|
|||||
|
2021
Q2 | $13K | Hold |
|
|||||
|
2021
Q1 | $13K | Sell |
|
|||||
|
2020
Q4 | $26K | Hold |
|
|||||
|
2020
Q3 | $17K | Hold |
|
|||||
|
2020
Q2 | $16K | Buy |
|
|||||
|
2020
Q1 | $12K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $1K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $2K | Sell |
|
|||||
|
2015
Q4 | $10K | Hold |
|
|||||
|
2015
Q3 | $9K | Hold |
|
|||||
|
2015
Q2 | $11K | Hold |
|
|||||
|
2015
Q1 | $12K | Sell |
|
|||||
|
2014
Q4 | $40K | Buy |
|
|||||
|
2014
Q3 | $12K | Hold |
|
|||||
|
2014
Q2 | $11K | Buy |
|