Advisor Partners II’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $513K | Sell |
35,351
-3,508
| -9% | -$50.9K | 0.02% | 714 |
|
|
2023
Q2 | $653K | Sell |
38,859
-3,675
| -9% | -$61.8K | 0.03% | 508 |
|
|
2023
Q1 | $698K | Sell |
42,534
-1,089
| -2% | -$17.9K | 0.04% | 450 |
|
|
2022
Q4 | $785K | Buy |
43,623
+4,042
| +10% | +$72.7K | 0.05% | 382 |
|
|
2022
Q3 | $542K | Buy |
+39,581
| New | +$542K | 0.04% | 435 |
|