Sugarloaf Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $874 | Hold |
50
| – | – | ﹤0.01% | 656 |
|
|
2024
Q3 | $878 | Hold |
50
| – | – | ﹤0.01% | 644 |
|
|
2024
Q2 | $748 | Hold |
50
| – | – | ﹤0.01% | 623 |
|
|
2024
Q1 | $830 | Hold |
50
| – | – | ﹤0.01% | 630 |
|
|
2023
Q4 | $892 | Sell |
50
-920
| -95% | -$16.4K | ﹤0.01% | 634 |
|
|
2023
Q3 | $14.1K | Hold |
970
| – | – | ﹤0.01% | 427 |
|
|
2023
Q2 | $16.3K | Hold |
970
| – | – | ﹤0.01% | 414 |
|
|
2023
Q1 | $15.9K | Hold |
970
| – | – | ﹤0.01% | 421 |
|
|
2022
Q4 | $17.5K | Hold |
970
| – | – | ﹤0.01% | 425 |
|
|
2022
Q3 | $14K | Hold |
970
| – | – | ﹤0.01% | 464 |
|
|
2022
Q2 | $3K | Hold |
970
| – | – | ﹤0.01% | 648 |
|
|
2022
Q1 | $22K | Hold |
970
| – | – | 0.01% | 387 |
|
|
2021
Q4 | $22K | Hold |
970
| – | – | 0.01% | 407 |
|
|
2021
Q3 | $23K | Hold |
970
| – | – | 0.01% | 398 |
|
|
2021
Q2 | $26K | Hold |
970
| – | – | 0.01% | 377 |
|
|
2021
Q1 | $24 | Hold |
970
| – | – | 0.01% | 375 |
|
|
2020
Q4 | $17K | Sell |
970
-153
| -14% | -$2.68K | 0.01% | 409 |
|
|
2020
Q3 | $13K | Buy |
+1,123
| New | +$13K | ﹤0.01% | 425 |
|
|
2020
Q2 | – | Sell |
-1,118
| Closed | -$10K | – | 695 |
|
|
2020
Q1 | $10K | Buy |
1,118
+3
| +0.3% | +$27 | ﹤0.01% | 433 |
|
|
2019
Q4 | $20K | Buy |
+1,115
| New | +$20K | 0.01% | 368 |
|