TD Private Client Wealth’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $83.3K | Sell |
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|
2025
Q3 | $95.6K | Buy |
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|
2025
Q2 | $63.2K | Buy |
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|
2025
Q1 | $54.7K | Buy |
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|
2024
Q4 | $62.6K | Sell |
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|
2024
Q3 | $64.8K | Hold |
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|
2024
Q2 | $55.2K | Buy |
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|
2024
Q1 | $54.1K | Sell |
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|
2023
Q4 | $64.6K | Buy |
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|
2023
Q3 | $34.1K | Sell |
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|
2023
Q2 | $56.9K | Buy |
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|
2023
Q1 | $53.2K | Sell |
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|
2022
Q4 | $58.5K | Buy |
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|
2022
Q3 | $44K | Sell |
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|
2022
Q2 | $57.3K | Sell |
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|
2022
Q1 | $86.9K | Buy |
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|
2021
Q4 | $77.4K | Sell |
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|
2021
Q3 | $121K | Sell |
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|
2021
Q2 | $141K | Sell |
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|
2021
Q1 | $133K | Sell |
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|
2020
Q4 | $150K | Buy |
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|
2020
Q3 | $88.1K | Sell |
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|
2020
Q2 | $91.6K | Sell |
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|
2020
Q1 | $772K | Buy |
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|
2019
Q4 | $1.5M | Buy |
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