Arkadios Wealth Advisors’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 |
-19,456
| Closed | -$295K | – | 1263 |
|
|
2025
Q1 | $295K | Buy |
+19,456
| New | +$295K | 0.01% | 910 |
|
|
2021
Q4 | – | Sell |
-6,599
| Closed | -$159K | – | 1176 |
|
|
2021
Q3 | $159K | Buy |
6,599
+1,468
| +29% | +$35.4K | 0.02% | 566 |
|
|
2021
Q2 | $137K | Buy |
5,131
+4,789
| +1,400% | +$128K | 0.02% | 633 |
|
|
2021
Q1 | $8K | Hold |
342
| – | – | ﹤0.01% | 1248 |
|
|
2020
Q4 | $5K | Sell |
342
-2,984
| -90% | -$43.6K | ﹤0.01% | 1121 |
|
|
2020
Q3 | $46.7K | Sell |
3,326
-100
| -3% | -$1.4K | 0.02% | 430 |
|
|
2020
Q2 | $35.9K | Buy |
3,426
+3,226
| +1,613% | +$33.8K | 0.02% | 423 |
|
|
2020
Q1 | $1.82K | Hold |
200
| – | – | ﹤0.01% | 924 |
|
|
2019
Q4 | $3.6K | Buy |
+200
| New | +$3.6K | ﹤0.01% | 746 |
|