NorthCrest Asset Manangement’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.08M | Buy |
|
|||||
|
2025
Q3 | $724K | Buy |
|
|||||
|
2025
Q2 | $427K | Sell |
|
|||||
|
2025
Q1 | $445K | Sell |
|
|||||
|
2024
Q4 | $540K | Buy |
|
|||||
|
2024
Q3 | $491K | Buy |
|
|||||
|
2024
Q2 | $300K | Buy |
|
|||||
|
2024
Q1 | $332K | Sell |
|
|||||
|
2023
Q4 | $363K | Sell |
|
|||||
|
2023
Q3 | $297K | Sell |
|
|||||
|
2023
Q2 | $344K | Sell |
|
|||||
|
2023
Q1 | $348K | Buy |
|
|||||
|
2022
Q4 | $380K | Hold |
|
|||||
|
2022
Q3 | $290K | Hold |
|
|||||
|
2022
Q2 | $341K | Hold |
|
|||||
|
2022
Q1 | $488K | Buy |
|