UMB Bank’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 | $60.2K | Hold |
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|
2025
Q2 | $41.4K | Buy |
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|
2025
Q1 | $27.3K | Buy |
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|
2024
Q4 | $30.9K | Buy |
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|
2024
Q3 | $26.2K | Hold |
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|
2024
Q2 | $22.3K | Buy |
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|
2024
Q1 | $9.84K | Buy |
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|
2023
Q4 | $10.3K | Hold |
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|
2023
Q3 | $8.35K | Hold |
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|
2023
Q2 | $9.67K | Hold |
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|
2023
Q1 | $9.43K | Hold |
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|
2022
Q4 | $10K | Hold |
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|
2022
Q3 | $8K | Buy |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $11K | Hold |
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|
2021
Q4 | $11K | Buy |
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