Benjamin Edwards Inc’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-256
| Closed | -$5K | – | 734 |
|
|
2023
Q4 | $5K | Buy |
+256
| New | +$5K | ﹤0.01% | 607 |
|
|
2023
Q3 | – | Sell |
-265
| Closed | -$4K | – | 662 |
|
|
2023
Q2 | $4K | Sell |
265
-310
| -54% | -$4.68K | ﹤0.01% | 622 |
|
|
2023
Q1 | $9K | Buy |
575
+6
| +1% | +$94 | ﹤0.01% | 588 |
|
|
2022
Q4 | $10K | Buy |
569
+5
| +0.9% | +$88 | ﹤0.01% | 580 |
|
|
2022
Q3 | $8K | Buy |
564
+7
| +1% | +$99 | ﹤0.01% | 580 |
|
|
2022
Q2 | $9K | Buy |
557
+256
| +85% | +$4.14K | ﹤0.01% | 588 |
|
|
2022
Q1 | $7K | Buy |
301
+2
| +0.7% | +$47 | ﹤0.01% | 633 |
|
|
2021
Q4 | $7K | Buy |
+299
| New | +$7K | ﹤0.01% | 618 |
|