Transamerica Financial Advisors’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 | $1.58K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $6K | Hold |
|
|||||
|
2015
Q4 | $7K | Hold |
|
|||||
|
2015
Q3 | $7K | Hold |
|
|||||
|
2015
Q2 | $8K | Sell |
|
|||||
|
2015
Q1 | $17K | Sell |
|
|||||
|
2014
Q4 | $188K | Sell |
|
|||||
|
2014
Q3 | $203K | Sell |
|
|||||
|
2014
Q2 | $225K | Buy |
|
|||||
|
2014
Q1 | $16K | Hold |
|
|||||
|
2013
Q4 | $16K | Hold |
|
|||||
|
2013
Q3 | $14K | Hold |
|
|||||
|
2013
Q2 | $14K | Buy |
|