TFC Financial Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552 | Sell |
35
-105
| -75% | -$1.66K | ﹤0.01% | 659 |
|
|
2025
Q1 | $2.12K | Buy |
140
+63
| +82% | +$956 | ﹤0.01% | 486 |
|
|
2024
Q4 | $1.35K | Hold |
77
| – | – | ﹤0.01% | 543 |
|
|
2024
Q3 | $1.35K | Buy |
+77
| New | +$1.35K | ﹤0.01% | 549 |
|
|
2023
Q2 | – | Sell |
-14
| Closed | -$230 | – | 692 |
|
|
2023
Q1 | $230 | Buy |
+14
| New | +$230 | ﹤0.01% | 622 |
|