LifeWealth Investments’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-20,725	Closed	-$314K	–	225
2025 Q1	$314K	Buy	20,725 +8,407	+68%	+$128K	0.13%	147
2024 Q4	$215K	Buy	+12,318	New	+$215K	0.14%	139