AXQ Capital’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Sell |
11,551
-22,250
| -66% | -$351K | 0.06% | 475 |
|
|
2025
Q1 | $513K | Buy |
+33,801
| New | +$513K | 0.21% | 181 |
|
|
2024
Q3 | – | Sell |
-63,405
| Closed | -$949K | – | 513 |
|
|
2024
Q2 | $949K | Buy |
63,405
+32,405
| +105% | +$485K | 0.22% | 168 |
|
|
2024
Q1 | $514K | Sell |
31,000
-26,100
| -46% | -$433K | 0.12% | 298 |
|
|
2023
Q4 | $1.02M | Buy |
57,100
+34,800
| +156% | +$621K | 0.27% | 116 |
|
|
2023
Q3 | $324K | Buy |
+22,300
| New | +$324K | 0.11% | 297 |
|
|
2023
Q2 | – | Sell |
-38,795
| Closed | -$636K | – | 436 |
|
|
2023
Q1 | $636K | Buy |
+38,795
| New | +$636K | 0.25% | 125 |
|