Novare 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 | $505K | Hold |
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|
2025
Q2 | $347K | Buy |
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|
2025
Q1 | $182K | Hold |
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|
2024
Q4 | $210K | Hold |
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|
2024
Q3 | $211K | Hold |
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|
2024
Q2 | $180K | Hold |
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|
2024
Q1 | $199K | Hold |
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|
2023
Q4 | $214K | Sell |
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|
2023
Q3 | $211K | Hold |
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|
2023
Q2 | $244K | Hold |
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|
2023
Q1 | $238K | Hold |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $199K | Hold |
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|
2022
Q2 | $234K | Hold |
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|
2022
Q1 | $334K | Hold |
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|
2021
Q4 | $334K | Hold |
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|
2021
Q3 | $350K | Sell |
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|
2021
Q2 | $495K | Hold |
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|
2021
Q1 | $467K | Hold |
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|
2020
Q4 | $322K | Hold |
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|
2020
Q3 | $211K | Hold |
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|
2020
Q2 | $199K | Buy |
|