Keystone Financial Group (Kentucky)’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 | $199K | Hold |
|
|||||
|
2025
Q2 | $199K | Sell |
|
|||||
|
2025
Q1 | $193K | Sell |
|
|||||
|
2024
Q4 | $226K | Sell |
|
|||||
|
2024
Q3 | $228K | Buy |
|
|||||
|
2024
Q2 | $194K | Sell |
|
|||||
|
2024
Q1 | $217K | Buy |
|
|||||
|
2023
Q4 | $233K | Buy |
|
|||||
|
2023
Q3 | $188K | Buy |
|
|||||
|
2023
Q2 | $217K | Buy |
|
|||||
|
2022
Q4 | $234K | Sell |
|
|||||
|
2022
Q3 | $179K | Buy |
|
|||||
|
2022
Q2 | $196K | Buy |
|
|||||
|
2022
Q1 | $279K | Buy |
|
|||||
|
2021
Q4 | $243K | Buy |
|
|||||
|
2021
Q3 | $254K | Sell |
|
|||||
|
2021
Q2 | $297K | Sell |
|
|||||
|
2021
Q1 | $284K | Sell |
|
|||||
|
2020
Q4 | $198K | Sell |
|
|||||
|
2020
Q3 | $136K | Sell |
|
|||||
|
2020
Q2 | $165K | Buy |
|
|||||
|
2020
Q1 | $132K | Buy |
|
|||||
|
2019
Q4 | $242K | Buy |
|
|||||
|
2019
Q3 | $195K | Buy |
|