TFO Wealth Partners’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11
| Closed | -$182 | – | 405 |
|
|
2024
Q1 | $182 | Hold |
11
| – | – | ﹤0.01% | 515 |
|
|
2023
Q4 | $196 | Sell |
11
-25
| -69% | -$445 | ﹤0.01% | 649 |
|
|
2023
Q3 | $605 | Buy |
36
+25
| +227% | +$420 | ﹤0.01% | 403 |
|
|
2023
Q2 | $185 | Hold |
11
| – | – | ﹤0.01% | 527 |
|
|
2023
Q1 | $180 | Buy |
11
+10
| +1,000% | +$164 | ﹤0.01% | 498 |
|
|
2022
Q4 | $51 | Buy |
+1
| New | +$51 | ﹤0.01% | 852 |
|
|
2021
Q4 | – | Sell |
-140
| Closed | -$8K | – | 165 |
|
|
2021
Q3 | $8K | Buy |
+140
| New | +$8K | ﹤0.01% | 99 |
|