Prestige Wealth Management Group’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86K | Hold |
118
| – | – | ﹤0.01% | 747 |
|
|
2025
Q1 | $1.79K | Hold |
118
| – | – | ﹤0.01% | 761 |
|
|
2024
Q4 | $2.06K | Hold |
118
| – | – | ﹤0.01% | 776 |
|
|
2024
Q3 | $2.07K | Hold |
118
| – | – | ﹤0.01% | 758 |
|
|
2024
Q2 | $1.77K | Hold |
118
| – | – | ﹤0.01% | 742 |
|
|
2024
Q1 | $1.96K | Hold |
118
| – | – | ﹤0.01% | 746 |
|
|
2023
Q4 | $2.11K | Hold |
118
| – | – | ﹤0.01% | 726 |
|
|
2023
Q3 | $1.71K | Hold |
118
| – | – | ﹤0.01% | 760 |
|
|
2023
Q2 | $1.98K | Hold |
118
| – | – | ﹤0.01% | 758 |
|
|
2023
Q1 | $1.94K | Buy |
+118
| New | +$1.94K | ﹤0.01% | 748 |
|
|
2022
Q3 | – | Sell |
-77
| Closed | -$1K | – | 1015 |
|
|
2022
Q2 | $1K | Buy |
77
+56
| +267% | +$727 | ﹤0.01% | 872 |
|
|
2022
Q1 | $0 | Buy |
21
+1
| +5% | – | ﹤0.01% | 1013 |
|
|
2021
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 1024 |
|
|
2021
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 1014 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 888 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 882 |
|
|
2020
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 988 |
|
|
2019
Q1 | – | Sell |
-32
| Closed | -$1K | – | 818 |
|
|
2018
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1043 |
|