PFG Private Wealth Management’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,634	Closed	-$23.7K	–	266
2023 Q3	$23.7K	Sell	1,634 -2,888	-64%	-$41.9K	0.02%	159
2023 Q2	$76K	Buy	4,522 +44	+1%	+$740	0.04%	138
2023 Q1	$73.4K	Buy	4,478 +633	+16%	+$10.4K	0.05%	136
2022 Q4	$69K	Buy	+3,845	New	+$69K	0.04%	123