Basswood Capital Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
660,240
-155,459
| -19% | -$2.45M | 0.48% | 56 |
|
|
2025
Q1 | $12.4M | Buy |
+815,699
| New | +$12.4M | 0.69% | 55 |
|
|
2021
Q4 | – | Sell |
-1,285,237
| Closed | -$31M | – | 142 |
|
|
2021
Q3 | $31M | Sell |
1,285,237
-210,646
| -14% | -$5.08M | 1.26% | 29 |
|
|
2021
Q2 | $40M | Buy |
1,495,883
+1,164,575
| +352% | +$31.1M | 1.67% | 17 |
|
|
2021
Q1 | $8.36M | Buy |
+331,308
| New | +$8.36M | 0.38% | 56 |
|