WR Wealth Planners’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-537	Closed	-$7.8K	–	525
2023 Q3	$7.8K	Hold	537	–	–	﹤0.01%	614
2023 Q2	$9.03K	Buy	+537	New	+$9.03K	﹤0.01%	596