Private 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 | $726 | Sell |
46
-299
| -87% | -$4.72K | ﹤0.01% | 1345 |
|
|
2025
Q1 | $5.23K | Sell |
345
-88
| -20% | -$1.34K | ﹤0.01% | 711 |
|
|
2024
Q4 | $7.57K | Hold |
433
| – | – | ﹤0.01% | 581 |
|
|
2024
Q3 | $7.6K | Buy |
433
+6
| +1% | +$105 | ﹤0.01% | 556 |
|
|
2024
Q2 | $6.39K | Buy |
427
+183
| +75% | +$2.74K | ﹤0.01% | 610 |
|
|
2024
Q1 | $4.05K | Hold |
244
| – | – | ﹤0.01% | 691 |
|
|
2023
Q4 | $4.35K | Buy |
+244
| New | +$4.35K | ﹤0.01% | 681 |
|