Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $874 | Hold |
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|
2024
Q3 | $878 | Hold |
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|
2024
Q2 | $748 | Hold |
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|
2024
Q1 | $830 | Hold |
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|
2023
Q4 | $892 | Sell |
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|
2023
Q3 | $14.1K | Hold |
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|
2023
Q2 | $16.3K | Hold |
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|
2023
Q1 | $15.9K | Hold |
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|
2022
Q4 | $17.4K | Hold |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $22K | Hold |
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|
2021
Q4 | $22K | Hold |
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|
2021
Q3 | $23K | Hold |
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|
2021
Q2 | $26K | Hold |
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|
2021
Q1 | $24 | Hold |
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|
2020
Q4 | $17K | Sell |
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|
2020
Q3 | $13K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $10K | Buy |
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|
2019
Q4 | $20K | Buy |
|