WhitTier Trust Company’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 | – | Sell |
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|
2025
Q2 | $1.26K | Hold |
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|
2025
Q1 | $1.21K | Hold |
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|
2024
Q4 | $1.4K | Hold |
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|
2024
Q3 | $1.4K | Hold |
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|
2024
Q2 | $1.2K | Hold |
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|
2024
Q1 | $1.33K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $0 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $19K | Hold |
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|
2019
Q3 | $18K | Sell |
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|
2019
Q2 | $22K | Hold |
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|
2019
Q1 | $21K | Buy |
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|
2018
Q4 | $18K | Hold |
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|
2018
Q3 | $24K | Hold |
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|
2018
Q2 | $28K | Hold |
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|
2018
Q1 | $34K | Sell |
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|
2017
Q4 | $45K | Hold |
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|
2017
Q3 | $43K | Hold |
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|
2017
Q2 | $43K | Hold |
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|
2017
Q1 | $37K | Hold |
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|
2016
Q4 | $37K | Hold |
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|
2016
Q3 | $38K | Sell |
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|
2016
Q2 | $79K | Buy |
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|
2016
Q1 | $86K | Buy |
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|
2015
Q4 | $36K | Hold |
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|
2015
Q3 | $33K | Hold |
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|
2015
Q2 | $40K | Hold |
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|
2015
Q1 | $42K | Sell |
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|
2014
Q4 | $54K | Hold |
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|
2014
Q3 | $54K | Hold |
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|
2014
Q2 | $52K | Hold |
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|
2014
Q1 | $51K | Hold |
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|
2013
Q4 | $50K | Sell |
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|
2013
Q3 | $54K | Hold |
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|
2013
Q2 | $54K | Buy |
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