Kestra Private Wealth 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 | $1.11M | Buy |
|
|||||
|
2025
Q2 | $763K | Sell |
|
|||||
|
2025
Q1 | $822K | Sell |
|
|||||
|
2024
Q4 | $1.05M | Sell |
|
|||||
|
2024
Q3 | $1.08M | Sell |
|
|||||
|
2024
Q2 | $1.17M | Sell |
|
|||||
|
2024
Q1 | $1.35M | Sell |
|
|||||
|
2023
Q4 | $1.48M | Buy |
|
|||||
|
2023
Q3 | $1.01M | Buy |
|
|||||
|
2023
Q2 | $1.03M | Buy |
|
|||||
|
2023
Q1 | $905K | Buy |
|
|||||
|
2022
Q4 | $953K | Buy |
|
|||||
|
2022
Q3 | $211K | Buy |
|
|||||
|
2022
Q2 | $231K | Sell |
|
|||||
|
2022
Q1 | $374K | Sell |
|
|||||
|
2021
Q4 | $430K | Buy |
|
|||||
|
2021
Q3 | $422K | Buy |
|
|||||
|
2021
Q2 | $363K | Sell |
|
|||||
|
2021
Q1 | $477K | Sell |
|
|||||
|
2020
Q4 | $399K | Sell |
|
|||||
|
2020
Q3 | $298K | Buy |
|