Wealthspire Advisors (New York)’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-9,906
Closed -$250K 520
2021
Q1
$250K Buy
+9,906
New +$250K 0.01% 611
2019
Q1
Sell
-535
Closed -$9K 420
2018
Q4
$9K Buy
+535
New +$9K ﹤0.01% 526