Tidemark’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $867 | Hold |
55
| – | – | ﹤0.01% | 650 |
|
|
2025
Q1 | $834 | Buy |
+55
| New | +$834 | ﹤0.01% | 649 |
|
|
2024
Q4 | – | Sell |
-55
| Closed | -$966 | – | 648 |
|
|
2024
Q3 | $966 | Hold |
55
| – | – | ﹤0.01% | 573 |
|
|
2024
Q2 | $823 | Sell |
55
-100
| -65% | -$1.5K | ﹤0.01% | 570 |
|
|
2024
Q1 | $2.57K | Buy |
155
+55
| +55% | +$912 | ﹤0.01% | 581 |
|
|
2023
Q4 | $1.78K | Buy |
+100
| New | +$1.78K | ﹤0.01% | 608 |
|