B.O.S.S. Retirement Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-72,037
| Closed | -$1.26M | – | 245 |
|
|
2024
Q3 | $1.26M | Buy |
72,037
+2,416
| +3% | +$42.4K | 0.25% | 103 |
|
|
2024
Q2 | $1.04M | Sell |
69,621
-3,561
| -5% | -$53.3K | 0.27% | 102 |
|
|
2024
Q1 | $1.31M | Sell |
73,182
-8,772
| -11% | -$156K | 0.5% | 82 |
|
|
2023
Q4 | $1.46M | Sell |
81,954
-10,448
| -11% | -$186K | 0.28% | 125 |
|
|
2023
Q3 | $1.34M | Sell |
92,402
-7,798
| -8% | -$113K | 0.29% | 135 |
|
|
2023
Q2 | $1.68M | Buy |
100,200
+6,805
| +7% | +$114K | 0.36% | 104 |
|
|
2023
Q1 | $1.53M | Sell |
93,395
-7,060
| -7% | -$116K | 0.36% | 116 |
|
|
2022
Q4 | $1.81M | Buy |
+100,455
| New | +$1.81M | 0.46% | 87 |
|