Aviance Capital Partners’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,802
| Closed | -$224K | – | 341 |
|
|
2024
Q4 | $224K | Sell |
12,802
-55,289
| -81% | -$966K | 0.03% | 292 |
|
|
2024
Q3 | $1.2M | Buy |
68,091
+12,858
| +23% | +$226K | 0.16% | 143 |
|
|
2024
Q2 | $826K | Sell |
55,233
-9,698
| -15% | -$145K | 0.12% | 164 |
|
|
2024
Q1 | $1.08M | Buy |
64,931
+1,829
| +3% | +$30.3K | 0.16% | 139 |
|
|
2023
Q4 | $1.13M | Sell |
63,102
-7,241
| -10% | -$129K | 0.24% | 110 |
|
|
2023
Q3 | $1.02M | Sell |
70,343
-1,497
| -2% | -$21.7K | 0.23% | 118 |
|
|
2023
Q2 | $1.21M | Buy |
71,840
+3,407
| +5% | +$57.3K | 0.26% | 110 |
|
|
2023
Q1 | $1.12M | Sell |
68,433
-2,283
| -3% | -$37.4K | 0.25% | 112 |
|
|
2022
Q4 | $1.27M | Sell |
70,716
-566
| -0.8% | -$10.2K | 0.3% | 92 |
|
|
2022
Q3 | $977K | Sell |
71,282
-5,829
| -8% | -$79.9K | 0.24% | 120 |
|
|
2022
Q2 | $1.24M | Buy |
77,111
+3,563
| +5% | +$57.5K | 0.28% | 106 |
|
|
2022
Q1 | $1.7M | Sell |
73,548
-1,985
| -3% | -$45.8K | 0.31% | 93 |
|
|
2021
Q4 | $1.74M | Sell |
75,533
-11,157
| -13% | -$257K | 0.29% | 80 |
|
|
2021
Q3 | $2.09M | Buy |
86,690
+1,360
| +2% | +$32.8K | 0.37% | 65 |
|
|
2021
Q2 | $2.28M | Sell |
85,330
-58,505
| -41% | -$1.56M | 0.4% | 60 |
|
|
2021
Q1 | $3.63M | Sell |
143,835
-15,166
| -10% | -$383K | 0.7% | 39 |
|
|
2020
Q4 | $2.77M | Sell |
159,001
-641
| -0.4% | -$11.2K | 0.56% | 43 |
|
|
2020
Q3 | $1.82M | Sell |
159,642
-9,815
| -6% | -$112K | 0.41% | 64 |
|
|
2020
Q2 | $1.82M | Buy |
169,457
+12,151
| +8% | +$131K | 0.45% | 55 |
|
|
2020
Q1 | $1.43M | Sell |
157,306
-13,687
| -8% | -$124K | 0.45% | 54 |
|
|
2019
Q4 | $3.07M | Buy |
170,993
+12,850
| +8% | +$231K | 0.79% | 25 |
|
|
2019
Q3 | $2.68M | Buy |
158,143
+77,708
| +97% | +$1.32M | 0.79% | 26 |
|
|
2019
Q2 | $1.65M | Buy |
80,435
+36,229
| +82% | +$741K | 0.45% | 51 |
|
|
2019
Q1 | $854K | Buy |
44,206
+6,846
| +18% | +$132K | 0.24% | 115 |
|
|
2018
Q4 | $625K | Buy |
+37,360
| New | +$625K | 0.22% | 126 |
|