American Portfolios Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $32.1K | Buy |
2,340
+110
| +5% | +$1.51K | ﹤0.01% | 1955 |
|
2022
Q2 | $36K | Buy |
2,230
+632
| +40% | +$10.2K | ﹤0.01% | 1944 |
|
2022
Q1 | $36.9K | Buy |
1,598
+785
| +97% | +$18.1K | ﹤0.01% | 2037 |
|
2021
Q4 | $18.7K | Hold |
813
| – | – | ﹤0.01% | 2355 |
|
2021
Q3 | $19.6K | Buy |
813
+10
| +1% | +$241 | ﹤0.01% | 2303 |
|
2021
Q2 | $21.5K | Sell |
803
-834
| -51% | -$22.3K | ﹤0.01% | 2191 |
|
2021
Q1 | $41.3K | Buy |
1,637
+351
| +27% | +$8.85K | ﹤0.01% | 1689 |
|
2020
Q4 | $22.4K | Buy |
1,286
+141
| +12% | +$2.46K | ﹤0.01% | 1763 |
|
2020
Q3 | $13.1K | Sell |
1,145
-616
| -35% | -$7.03K | ﹤0.01% | 1872 |
|
2020
Q2 | $19K | Buy |
1,761
+556
| +46% | +$5.98K | ﹤0.01% | 1663 |
|
2020
Q1 | $10.9K | Sell |
1,205
-51
| -4% | -$463 | ﹤0.01% | 1771 |
|
2019
Q4 | $22.6K | Sell |
1,256
-5,826
| -82% | -$105K | ﹤0.01% | 1674 |
|
2019
Q3 | $120K | Sell |
7,082
-1,264
| -15% | -$21.4K | 0.01% | 917 |
|
2019
Q2 | $171K | Buy |
8,346
+7,257
| +666% | +$148K | 0.01% | 775 |
|
2019
Q1 | $21K | Buy |
1,089
+315
| +41% | +$6.08K | ﹤0.01% | 1568 |
|
2018
Q4 | $13K | Sell |
774
-7,350
| -90% | -$123K | ﹤0.01% | 1534 |
|
2018
Q3 | $186K | Sell |
8,124
-1,676
| -17% | -$38.3K | 0.02% | 611 |
|
2018
Q2 | $260K | Buy |
9,800
+1,799
| +22% | +$47.8K | 0.04% | 450 |
|
2018
Q1 | $256K | Buy |
8,001
+1,036
| +15% | +$33.2K | 0.04% | 422 |
|
2017
Q4 | $255K | Buy |
+6,965
| New | +$255K | 0.04% | 413 |
|