Live Oak Private Wealth’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 | $8.2M | Buy |
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|
2025
Q2 | $5.62M | Buy |
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|
2025
Q1 | $5.27M | Buy |
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|
2024
Q4 | $5.6M | Sell |
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|
2024
Q3 | $5.7M | Buy |
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|
2024
Q2 | $4.76M | Sell |
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|
2024
Q1 | $5.3M | Buy |
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|
2023
Q4 | $5.46M | Sell |
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|
2023
Q3 | $4.59M | Buy |
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|
2023
Q2 | $5.22M | Buy |
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|
2023
Q1 | $4.56M | Buy |
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|
2022
Q4 | $4.88M | Buy |
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|
2022
Q3 | $3.67M | Buy |
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|
2022
Q2 | $4.21M | Buy |
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|
2022
Q1 | $5.65M | Buy |
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|
2021
Q4 | $5.33M | Buy |
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|
2021
Q3 | $5.32M | Buy |
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|
2021
Q2 | $5.27M | Sell |
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|
2021
Q1 | $5.73M | Buy |
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|
2020
Q4 | $3.77M | Buy |
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|
2020
Q3 | $2.28M | Sell |
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|
2020
Q2 | $2.16M | Buy |
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