Kestra Advisory Services’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $481K | Sell |
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|
2025
Q2 | $592K | Sell |
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|
2025
Q1 | $581K | Sell |
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|
2024
Q4 | $759K | Sell |
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|
2024
Q3 | $879K | Sell |
|
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|
2024
Q2 | $774K | Sell |
|
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $752K | Sell |
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|
2023
Q2 | $921K | Sell |
|
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|
2023
Q1 | $902K | Sell |
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|
2022
Q4 | $999K | Sell |
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|
2022
Q3 | $916K | Sell |
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|
2022
Q2 | $1.1M | Buy |
|
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.49M | Sell |
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|
2021
Q2 | $1.68M | Sell |
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|
2021
Q1 | $1.65M | Sell |
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|
2020
Q4 | $1.55M | Buy |
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|
2020
Q3 | $918K | Buy |
|