Private Wealth Management Group’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
$1.06K Hold
2025
Q2
$726 Sell
2025
Q1
$5.23K Sell
2024
Q4
$7.57K Hold
2024
Q3
$7.6K Buy
2024
Q2
$6.39K Buy
2024
Q1
$4.05K Hold
2023
Q4
$4.35K Buy