Private Trust Company’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 | $17.6K | Sell |
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|
2025
Q2 | $20K | Sell |
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|
2025
Q1 | $20.5K | Hold |
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|
2024
Q4 | $23.6K | Hold |
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|
2024
Q3 | $23.8K | Hold |
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|
2024
Q2 | $20.2K | Hold |
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|
2024
Q1 | $22.4K | Hold |
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|
2023
Q4 | $24.1K | Buy |
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|
2023
Q3 | $18.4K | Hold |
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|
2023
Q2 | $21.3K | Hold |
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|
2023
Q1 | $20.8K | Sell |
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|
2022
Q4 | $28K | Buy |
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|
2022
Q3 | $18K | Buy |
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|
2022
Q2 | $20K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $509K | Sell |
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|
2015
Q1 | $546K | Sell |
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|
2014
Q4 | $547K | Buy |
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|
2014
Q3 | $359K | Sell |
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|
2014
Q2 | $419K | Buy |
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|
2014
Q1 | $316K | Buy |
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|
2013
Q4 | $41K | Buy |
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|
2013
Q3 | $35K | Buy |
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|
2013
Q2 | $11K | Buy |
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