Stonebridge Capital Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Hold |
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|
2025
Q1 | $187K | Sell |
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|
2024
Q4 | $238K | Sell |
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|
2024
Q3 | $242K | Buy |
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|
2024
Q2 | $204K | Sell |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.37M | Sell |
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|
2022
Q4 | $1.61M | Sell |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $7.58M | Sell |
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|
2022
Q1 | $13.3M | Buy |
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|
2021
Q4 | $12.3M | Buy |
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|
2021
Q3 | $12.4M | Sell |
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|
2021
Q2 | $27.2M | Buy |
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|
2021
Q1 | $13.5M | Sell |
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|
2020
Q4 | $15.8M | Sell |
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|
2020
Q3 | $10.4M | Sell |
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|
2020
Q2 | $10M | Buy |
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|
2020
Q1 | $4.56M | Buy |
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|
2019
Q4 | $8.69M | Buy |
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|
2019
Q3 | $7.87M | Buy |
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|
2019
Q2 | $9.27M | Sell |
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|
2019
Q1 | $8.94M | Buy |
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|
2018
Q4 | $7.14M | Buy |
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|
2018
Q3 | $1.19M | Buy |
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|
2018
Q2 | $1.32M | Buy |
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