Wealthcare Capital Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.9M | Sell |
564,545
-33,000
| -6% | -$520K | 0.94% | 11 |
|
|
2025
Q1 | $9.06M | Sell |
597,545
-33,000
| -5% | -$501K | 0.92% | 12 |
|
|
2024
Q4 | $11M | Sell |
630,545
-33,000
| -5% | -$577K | 1.11% | 9 |
|
|
2024
Q3 | $11.7M | Buy |
+663,545
| New | +$11.7M | 1.17% | 9 |
|
|
2015
Q3 | – | Sell |
-410
| Closed | -$15K | – | 320 |
|
|
2015
Q2 | $15K | Sell |
410
-998
| -71% | -$36.5K | ﹤0.01% | 174 |
|
|
2015
Q1 | $56K | Buy |
+1,408
| New | +$56K | 0.01% | 227 |
|