Bell Investment Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-267
| Closed | -$4.05K | – | 1935 |
|
|
2025
Q1 | $4.05K | Hold |
267
| – | – | ﹤0.01% | 1014 |
|
|
2024
Q4 | $4.67K | Sell |
267
-212
| -44% | -$3.71K | ﹤0.01% | 956 |
|
|
2024
Q3 | $8.41K | Sell |
479
-36
| -7% | -$632 | ﹤0.01% | 689 |
|
|
2024
Q2 | $7.71K | Hold |
515
| – | – | ﹤0.01% | 715 |
|
|
2024
Q1 | $8.54K | Hold |
515
| – | – | ﹤0.01% | 658 |
|
|
2023
Q4 | $9.19K | Buy |
515
+93
| +22% | +$1.66K | ﹤0.01% | 593 |
|
|
2023
Q3 | $6.13K | Buy |
422
+255
| +153% | +$3.7K | ﹤0.01% | 708 |
|
|
2023
Q2 | $2.81K | Sell |
167
-127
| -43% | -$2.14K | ﹤0.01% | 1124 |
|
|
2023
Q1 | $4.82K | Buy |
294
+60
| +26% | +$984 | ﹤0.01% | 808 |
|
|
2022
Q4 | $4.21K | Buy |
234
+169
| +260% | +$3.04K | ﹤0.01% | 897 |
|
|
2022
Q3 | $1K | Sell |
65
-36
| -36% | -$554 | ﹤0.01% | 1449 |
|
|
2022
Q2 | $2K | Buy |
+101
| New | +$2K | ﹤0.01% | 1168 |
|
|
2021
Q4 | $5K | Buy |
218
+145
| +199% | +$3.33K | ﹤0.01% | 767 |
|
|
2021
Q3 | $2K | Buy |
+73
| New | +$2K | ﹤0.01% | 1088 |
|