Arax Advisory Partners’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.5K | Sell |
2,570
-9,463
| -79% | -$149K | ﹤0.01% | 1336 |
|
|
2025
Q1 | $183K | Buy |
12,033
+11,074
| +1,155% | +$168K | 0.01% | 554 |
|
|
2024
Q4 | $16.8K | Buy |
959
+41
| +4% | +$717 | ﹤0.01% | 1275 |
|
|
2024
Q3 | $16.1K | Buy |
918
+336
| +58% | +$5.9K | ﹤0.01% | 1173 |
|
|
2024
Q2 | $8.71K | Buy |
+582
| New | +$8.71K | ﹤0.01% | 1337 |
|
|
2023
Q3 | – | Sell |
-209
| Closed | -$3.51K | – | 1341 |
|
|
2023
Q2 | $3.51K | Buy |
+209
| New | +$3.51K | ﹤0.01% | 930 |
|
|
2023
Q1 | – | Sell |
-344
| Closed | -$6.19K | – | 1294 |
|
|
2022
Q4 | $6.19K | Buy |
344
+35
| +11% | +$630 | ﹤0.01% | 733 |
|
|
2022
Q3 | $4K | Buy |
+309
| New | +$4K | ﹤0.01% | 857 |
|
|
2020
Q4 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 703 |
|
|
2017
Q3 | – | Sell |
-57
| Closed | -$2K | – | 482 |
|
|
2017
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 450 |
|
|
2017
Q1 | $1K | Hold |
57
| – | – | ﹤0.01% | 496 |
|
|
2016
Q4 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 470 |
|