Sentry Investment 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 | $30K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $31K | Sell |
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|
2024
Q3 | $36K | Hold |
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|
2024
Q2 | $30K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $36K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $31K | Hold |
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|
2022
Q2 | $36K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $75K | Hold |
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|
2021
Q3 | $78K | Sell |
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|
2021
Q2 | $99K | Buy |
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|
2021
Q1 | $94K | Sell |
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|
2020
Q4 | $374K | Hold |
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|
2020
Q3 | $245K | Hold |
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|
2020
Q2 | $231K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $460K | Sell |
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|
2018
Q4 | $434K | Sell |
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|
2018
Q3 | $609K | Hold |
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|
2018
Q2 | $706K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $901K | Hold |
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|
2017
Q2 | $905K | Buy |
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|
2017
Q1 | $781K | Sell |
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|
2016
Q4 | $893K | Sell |
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|
2016
Q3 | $1.04M | Buy |
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|
2016
Q2 | $631K | Sell |
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|
2016
Q1 | $908K | Sell |
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|
2015
Q4 | $1.07M | Buy |
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|
2015
Q3 | $622K | Hold |
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|
2015
Q2 | $746K | Hold |
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|
2015
Q1 | $790K | Hold |
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|
2014
Q4 | $787K | Hold |
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|
2014
Q3 | $786K | Sell |
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|
2014
Q2 | $844K | Sell |
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|
2014
Q1 | $888K | Hold |
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|
2013
Q4 | $874K | Buy |
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|
2013
Q3 | $597K | Buy |
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|
2013
Q2 | $372K | Buy |
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