Avior Wealth Management’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 |
-1,561
| Closed | -$27.3K | – | 1545 |
|
|
2024
Q4 | $27.3K | Buy |
1,561
+11
| +0.7% | +$192 | ﹤0.01% | 1341 |
|
|
2024
Q3 | $27.2K | Buy |
1,550
+1,285
| +485% | +$22.6K | ﹤0.01% | 1309 |
|
|
2024
Q2 | $3.96K | Buy |
265
+161
| +155% | +$2.41K | ﹤0.01% | 1791 |
|
|
2024
Q1 | $1.73K | Buy |
+104
| New | +$1.73K | ﹤0.01% | 2301 |
|
|
2023
Q2 | – | Sell |
-44
| Closed | -$721 | – | 1627 |
|
|
2023
Q1 | $721 | Hold |
44
| – | – | ﹤0.01% | 1488 |
|
|
2022
Q4 | $791 | Hold |
44
| – | – | ﹤0.01% | 1141 |
|
|
2022
Q3 | $0 | Hold |
44
| – | – | ﹤0.01% | 1228 |
|
|
2022
Q2 | $0 | Hold |
44
| – | – | ﹤0.01% | 1152 |
|
|
2022
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 1036 |
|
|
2021
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 1027 |
|
|
2021
Q3 | $1K | Buy |
44
+10
| +29% | +$227 | ﹤0.01% | 1001 |
|
|
2021
Q2 | $0 | Hold |
34
| – | – | ﹤0.01% | 1092 |
|
|
2021
Q1 | $0 | Buy |
+34
| New | – | ﹤0.01% | 1084 |
|
|
2019
Q3 | – | Sell |
-110
| Closed | -$2K | – | 821 |
|
|
2019
Q2 | $2K | Hold |
110
| – | – | ﹤0.01% | 727 |
|
|
2019
Q1 | $2K | Hold |
110
| – | – | ﹤0.01% | 611 |
|
|
2018
Q4 | $1K | Hold |
110
| – | – | ﹤0.01% | 677 |
|
|
2018
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 665 |
|
|
2018
Q2 | $3K | Hold |
110
| – | – | ﹤0.01% | 692 |
|
|
2018
Q1 | $4K | Hold |
110
| – | – | ﹤0.01% | 645 |
|
|
2017
Q4 | $4K | Hold |
110
| – | – | ﹤0.01% | 659 |
|
|
2017
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 405 |
|
|
2017
Q2 | $4K | Hold |
110
| – | – | ﹤0.01% | 376 |
|
|
2017
Q1 | $3K | Hold |
110
| – | – | ﹤0.01% | 434 |
|
|
2016
Q4 | $3K | Hold |
110
| – | – | ﹤0.01% | 432 |
|
|
2016
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 411 |
|
|
2016
Q2 | $3K | Hold |
110
| – | – | ﹤0.01% | 400 |
|
|
2016
Q1 | $3K | Hold |
110
| – | – | ﹤0.01% | 418 |
|
|
2015
Q4 | $4K | Hold |
110
| – | – | ﹤0.01% | 374 |
|
|
2015
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 355 |
|
|
2015
Q2 | $4K | Hold |
110
| – | – | ﹤0.01% | 325 |
|
|
2015
Q1 | $4K | Buy |
+110
| New | +$4K | ﹤0.01% | 298 |
|