Advisornet Financial’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-33
| Closed | -$501 | – | 2292 |
|
|
2025
Q1 | $501 | Buy |
33
+1
| +3% | +$15 | ﹤0.01% | 1946 |
|
|
2024
Q4 | $559 | Sell |
32
-69
| -68% | -$1.21K | ﹤0.01% | 1738 |
|
|
2024
Q3 | $1.77K | Buy |
101
+75
| +288% | +$1.32K | ﹤0.01% | 1770 |
|
|
2024
Q2 | $389 | Sell |
26
-65
| -71% | -$972 | ﹤0.01% | 1956 |
|
|
2024
Q1 | $1.51K | Buy |
91
+35
| +63% | +$581 | ﹤0.01% | 1651 |
|
|
2023
Q4 | $999 | Buy |
+56
| New | +$999 | ﹤0.01% | 1882 |
|
|
2023
Q3 | – | Sell |
-112
| Closed | -$1.88K | – | 2345 |
|
|
2023
Q2 | $1.88K | Hold |
112
| – | – | ﹤0.01% | 1736 |
|
|
2023
Q1 | $1.84K | Sell |
112
-120
| -52% | -$1.97K | ﹤0.01% | 1730 |
|
|
2022
Q4 | $4.17K | Buy |
232
+89
| +62% | +$1.6K | ﹤0.01% | 1502 |
|
|
2022
Q3 | $2K | Sell |
143
-1,812
| -93% | -$25.3K | ﹤0.01% | 1652 |
|
|
2022
Q2 | $32K | Sell |
1,955
-925
| -32% | -$15.1K | ﹤0.01% | 989 |
|
|
2022
Q1 | $66K | Buy |
2,880
+35
| +1% | +$802 | ﹤0.01% | 870 |
|
|
2021
Q4 | $65K | Buy |
2,845
+1,232
| +76% | +$28.1K | ﹤0.01% | 923 |
|
|
2021
Q3 | $39K | Buy |
1,613
+733
| +83% | +$17.7K | ﹤0.01% | 1071 |
|
|
2021
Q2 | $24K | Hold |
880
| – | – | ﹤0.01% | 1166 |
|
|
2021
Q1 | $22K | Sell |
880
-20
| -2% | -$500 | ﹤0.01% | 1154 |
|
|
2020
Q4 | $16K | Hold |
900
| – | – | ﹤0.01% | 1174 |
|
|
2020
Q3 | $10K | Sell |
900
-2,125
| -70% | -$23.6K | ﹤0.01% | 1254 |
|
|
2020
Q2 | $33K | Buy |
3,025
+625
| +26% | +$6.82K | ﹤0.01% | 957 |
|
|
2020
Q1 | $22K | Sell |
2,400
-5,275
| -69% | -$48.4K | ﹤0.01% | 1039 |
|
|
2019
Q4 | $138K | Buy |
7,675
+300
| +4% | +$5.39K | 0.01% | 595 |
|
|
2019
Q3 | $125K | Buy |
7,375
+531
| +8% | +$9K | 0.01% | 608 |
|
|
2019
Q2 | $140K | Sell |
6,844
-262
| -4% | -$5.36K | 0.02% | 519 |
|
|
2019
Q1 | $137K | Buy |
7,106
+569
| +9% | +$11K | 0.02% | 481 |
|
|
2018
Q4 | $109K | Buy |
6,537
+4,998
| +325% | +$83.3K | 0.02% | 500 |
|
|
2018
Q3 | $35K | Buy |
1,539
+400
| +35% | +$9.1K | ﹤0.01% | 821 |
|
|
2018
Q2 | $30K | Sell |
1,139
-6,563
| -85% | -$173K | ﹤0.01% | 846 |
|
|
2018
Q1 | $247K | Sell |
7,702
-536
| -7% | -$17.2K | 0.03% | 352 |
|
|
2017
Q4 | $301K | Buy |
+8,238
| New | +$301K | 0.05% | 278 |
|