Spire Wealth 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 | $1.4K | Buy |
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|
2025
Q2 | $883 | Sell |
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|
2025
Q1 | $13.2K | Buy |
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|
2024
Q4 | $1.71K | Hold |
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|
2024
Q3 | $1.72K | Hold |
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|
2024
Q2 | $1.47K | Buy |
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|
2024
Q1 | $747 | Hold |
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|
2023
Q4 | $769 | Sell |
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|
2023
Q3 | $3.38K | Buy |
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|
2023
Q2 | $3.82K | Buy |
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|
2023
Q1 | $3.61K | Sell |
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|
2022
Q4 | $4K | Buy |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $17K | Buy |
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|
2021
Q3 | $14K | Hold |
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|
2021
Q2 | $16K | Buy |
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