Aigen Investment 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 | $314K | Buy |
+19,936
| New | +$314K | 0.04% | 511 |
|
|
2025
Q1 | – | Sell |
-37,009
| Closed | -$647K | – | 886 |
|
|
2024
Q4 | $647K | Buy |
+37,009
| New | +$647K | 0.11% | 262 |
|
|
2024
Q2 | – | Sell |
-15,085
| Closed | -$250K | – | 904 |
|
|
2024
Q1 | $250K | Buy |
+15,085
| New | +$250K | 0.05% | 487 |
|
|
2023
Q2 | – | Sell |
-74,172
| Closed | -$1.22M | – | 868 |
|
|
2023
Q1 | $1.22M | Buy |
+74,172
| New | +$1.22M | 0.17% | 153 |
|
|
2022
Q3 | – | Sell |
-54,804
| Closed | -$884K | – | 666 |
|
|
2022
Q2 | $884K | Buy |
54,804
+11,535
| +27% | +$186K | 0.15% | 203 |
|
|
2022
Q1 | $998K | Sell |
43,269
-17,565
| -29% | -$405K | 0.17% | 162 |
|
|
2021
Q4 | $1.39M | Buy |
+60,834
| New | +$1.39M | 0.09% | 315 |
|
|
2021
Q2 | – | Sell |
-13,176
| Closed | -$332K | – | 600 |
|
|
2021
Q1 | $332K | Buy |
+13,176
| New | +$332K | 0.04% | 386 |
|