Venturi Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,279
| Closed | -$22.4K | – | 1221 |
|
|
2024
Q4 | $22.4K | Buy |
1,279
+677
| +112% | +$11.8K | ﹤0.01% | 1233 |
|
|
2024
Q3 | $10.6K | Buy |
602
+86
| +17% | +$1.51K | ﹤0.01% | 1178 |
|
|
2024
Q2 | $7.72K | Sell |
516
-67
| -11% | -$1K | ﹤0.01% | 1150 |
|
|
2024
Q1 | $9.67K | Buy |
583
+423
| +264% | +$7.02K | ﹤0.01% | 941 |
|
|
2023
Q4 | $2.86K | Buy |
160
+31
| +24% | +$553 | ﹤0.01% | 1134 |
|
|
2023
Q3 | $1.87K | Buy |
129
+118
| +1,073% | +$1.71K | ﹤0.01% | 1184 |
|
|
2023
Q2 | $185 | Buy |
+11
| New | +$185 | ﹤0.01% | 1140 |
|