Algert Global’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.61M | Hold |
482,497
| – | – | 0.16% | 202 |
|
|
2025
Q1 | $7.32M | Sell |
482,497
-25,660
| -5% | -$389K | 0.18% | 162 |
|
|
2024
Q4 | $8.88M | Buy |
508,157
+26,887
| +6% | +$470K | 0.21% | 140 |
|
|
2024
Q3 | $8.45M | Buy |
481,270
+444,470
| +1,208% | +$7.8M | 0.23% | 113 |
|
|
2024
Q2 | $551K | Buy |
+36,800
| New | +$551K | 0.02% | 876 |
|