Blue Trust Inc’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Sell |
671
-398
| -37% | -$6.28K | ﹤0.01% | 1860 |
|
|
2025
Q1 | $16.2K | Buy |
1,069
+473
| +79% | +$7.18K | ﹤0.01% | 1712 |
|
|
2024
Q4 | $10.4K | Sell |
596
-6,187
| -91% | -$108K | ﹤0.01% | 1827 |
|
|
2024
Q3 | $101K | Buy |
6,783
+5,950
| +714% | +$89K | ﹤0.01% | 1211 |
|
|
2024
Q2 | $13.8K | Buy |
833
+555
| +200% | +$9.21K | ﹤0.01% | 1814 |
|
|
2024
Q1 | $4.61K | Sell |
278
-425
| -60% | -$7.05K | ﹤0.01% | 1653 |
|
|
2023
Q4 | $10K | Buy |
703
+207
| +42% | +$2.95K | ﹤0.01% | 1580 |
|
|
2023
Q3 | $9K | Sell |
496
-105
| -17% | -$1.91K | ﹤0.01% | 1436 |
|
|
2023
Q2 | $10K | Sell |
601
-352
| -37% | -$5.86K | ﹤0.01% | 1305 |
|
|
2023
Q1 | $17K | Buy |
953
+412
| +76% | +$7.35K | ﹤0.01% | 1428 |
|
|
2022
Q4 | $7K | Buy |
541
+215
| +66% | +$2.78K | ﹤0.01% | 1632 |
|
|
2022
Q3 | $5K | Buy |
326
+225
| +223% | +$3.45K | ﹤0.01% | 1567 |
|
|
2022
Q2 | $2K | Buy |
+101
| New | +$2K | ﹤0.01% | 1666 |
|