WealthTrak 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
$395 Sell
25
-15
-38% -$237 ﹤0.01% 705
2025
Q1
$607 Buy
40
+20
+100% +$304 ﹤0.01% 616
2024
Q4
$350 Buy
+20
New +$350 ﹤0.01% 668