Atom Investors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
+22,069
| New | +$348K | 0.03% | 410 |
|
|
2024
Q2 | – | Sell |
-29,213
| Closed | -$485K | – | 573 |
|
|
2024
Q1 | $485K | Buy |
+29,213
| New | +$485K | 0.06% | 335 |
|
|
2023
Q4 | – | Sell |
-48,060
| Closed | -$698K | – | 503 |
|
|
2023
Q3 | $698K | Buy |
+48,060
| New | +$698K | 0.16% | 179 |
|
|
2020
Q4 | – | Sell |
-15,637
| Closed | -$178K | – | 462 |
|
|
2020
Q3 | $178K | Buy |
+15,637
| New | +$178K | 0.02% | 369 |
|
|
2019
Q1 | – | Sell |
-89,830
| Closed | -$1.5M | – | 612 |
|
|
2018
Q4 | $1.5M | Buy |
+89,830
| New | +$1.5M | 0.15% | 173 |
|