Perigon Wealth 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 | $205K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $198K | Buy |
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|
2024
Q3 | $200K | Buy |
|
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|
2024
Q2 | $163K | Sell |
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|
2024
Q1 | $194K | Buy |
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|
2023
Q4 | $201K | Sell |
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|
2023
Q3 | $168K | Sell |
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|
2023
Q2 | $195K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $21K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $0 | Buy |
|