Avantax Advisory Services’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Sell |
11,133
-278
| -2% | -$4.38K | ﹤0.01% | 2229 |
|
|
2025
Q1 | $173K | Buy |
11,411
+278
| +2% | +$4.22K | ﹤0.01% | 2121 |
|
|
2024
Q4 | $195K | Buy |
11,133
+710
| +7% | +$12.4K | ﹤0.01% | 2060 |
|
|
2024
Q3 | $183K | Buy |
+10,423
| New | +$183K | ﹤0.01% | 2013 |
|
|
2020
Q4 | – | Sell |
-32,364
| Closed | -$370K | – | 1143 |
|
|
2020
Q3 | $370K | Buy |
+32,364
| New | +$370K | 0.01% | 928 |
|