SWA
SOA Wealth Advisors’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113 | Hold |
7
| – | – | ﹤0.01% | 833 |
|
|
2025
Q1 | $107 | Hold |
7
| – | – | ﹤0.01% | 847 |
|
|
2024
Q4 | $122 | Hold |
7
| – | – | ﹤0.01% | 836 |
|
|
2024
Q3 | $121 | Hold |
7
| – | – | ﹤0.01% | 802 |
|
|
2024
Q2 | $102 | Hold |
7
| – | – | ﹤0.01% | 819 |
|
|
2024
Q1 | $112 | Hold |
7
| – | – | ﹤0.01% | 868 |
|
|
2023
Q4 | $119 | Hold |
7
| – | – | ﹤0.01% | 867 |
|
|
2023
Q3 | $95 | Buy |
7
+1
| +17% | +$14 | ﹤0.01% | 905 |
|
|
2023
Q2 | $109 | Hold |
6
| – | – | ﹤0.01% | 904 |
|
|
2023
Q1 | $105 | Hold |
6
| – | – | ﹤0.01% | 934 |
|
|
2022
Q4 | $114 | Hold |
6
| – | – | ﹤0.01% | 935 |
|
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 900 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 915 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 952 |
|
|
2021
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 925 |
|
|
2021
Q3 | $0 | Buy |
6
+1
| +20% | – | ﹤0.01% | 939 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 917 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 868 |
|
|
2020
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 839 |
|