Summit Securities Group’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 | $201K | Buy |
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|
2025
Q2 | $4.75K | Sell |
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|
2025
Q1 | $40.8K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $10K | Sell |
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|
2023
Q1 | $15K | Sell |
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|
2022
Q4 | $349K | Buy |
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|
2022
Q3 | $30K | Sell |
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|
2022
Q2 | $171K | Buy |
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|
2022
Q1 | $236K | Sell |
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|
2021
Q4 | $484K | Buy |
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|
2021
Q3 | $395K | Sell |
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|
2021
Q2 | $1.94M | Buy |
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|
2021
Q1 | $340K | Sell |
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|
2020
Q4 | $633K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $451K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $19K | Buy |
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