MAI Capital Management’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 | $413K | Buy |
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|
2025
Q2 | $273K | Sell |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $310K | Sell |
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|
2024
Q2 | $278K | Buy |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $296K | Sell |
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|
2023
Q2 | $406K | Sell |
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|
2023
Q1 | $433K | Buy |
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|
2022
Q4 | $469K | Buy |
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|
2022
Q3 | $302K | Buy |
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|
2022
Q2 | $348K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $228K | Sell |
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|
2015
Q1 | $337K | Hold |
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|
2014
Q4 | $335K | Buy |
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|
2014
Q3 | $209K | Sell |
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|
2014
Q2 | $221K | Buy |
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