True Wealth Design’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.99K	Sell	443 -1,751	-80%	-$27.6K	﹤0.01%	695
2025 Q1	$33.3K	Sell	2,194 -2,989	-58%	-$45.3K	0.01%	260
2024 Q4	$90.6K	Buy	5,183 +801	+18%	+$14K	0.04%	79
2024 Q3	$76.9K	Buy	+4,382	New	+$76.9K	0.03%	78