Poehling 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 | $5.82M | Sell |
|
|||||
|
2025
Q2 | $4.03M | Buy |
|
|||||
|
2025
Q1 | $3.86M | Buy |
|
|||||
|
2024
Q4 | $4.45M | Sell |
|
|||||
|
2024
Q3 | $4.48M | Sell |
|
|||||
|
2024
Q2 | $3.84M | Buy |
|
|||||
|
2024
Q1 | $4.25M | Sell |
|
|||||
|
2023
Q4 | $4.58M | Buy |
|
|||||
|
2023
Q3 | $3.69M | Buy |
|
|||||
|
2023
Q2 | $4.25M | Sell |
|
|||||
|
2023
Q1 | $4.22M | Buy |
|
|||||
|
2022
Q4 | $4.55M | Sell |
|
|||||
|
2022
Q3 | $3.52M | Buy |
|
|||||
|
2022
Q2 | $4.13M | Buy |
|
|||||
|
2022
Q1 | $5.54M | Buy |
|
|||||
|
2021
Q4 | $5.47M | Buy |
|
|||||
|
2021
Q3 | $5.22M | Sell |
|
|||||
|
2021
Q2 | $5.96M | Sell |
|
|||||
|
2021
Q1 | $5.69M | Sell |
|
|||||
|
2020
Q4 | $3.98M | Buy |
|
|||||
|
2020
Q3 | $2.6M | Sell |
|
|||||
|
2020
Q2 | $2.6M | Buy |
|
|||||
|
2020
Q1 | $1.63M | Buy |
|
|||||
|
2019
Q4 | $1.84M | Buy |
|
|||||
|
2019
Q3 | $1.08M | Sell |
|
|||||
|
2019
Q2 | $1.34M | Buy |
|
|||||
|
2019
Q1 | $1.25M | Buy |
|
|||||
|
2018
Q4 | $681K | Sell |
|
|||||
|
2018
Q3 | $2.26M | Buy |
|
|||||
|
2018
Q2 | $1.27M | Sell |
|
|||||
|
2018
Q1 | $1.98M | Buy |
|
|||||
|
2017
Q4 | $630K | Buy |
|