Brinker Capital Investments’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $285K | Buy |
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|
2025
Q4 | $266K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.83M | Buy |
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|
2022
Q4 | $3.06M | Sell |
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|
2022
Q3 | $2.48M | Buy |
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|
2022
Q2 | $2.5M | Buy |
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|
2022
Q1 | $2.36M | Sell |
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|
2021
Q4 | $3.86M | Buy |
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|
2021
Q3 | $1.55M | Hold |
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $1.39M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $9K | Hold |
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|
2019
Q3 | $8K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $11K | Sell |
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|
2018
Q2 | $310K | Sell |
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|
2018
Q1 | $375K | Sell |
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|
2017
Q4 | $442K | Buy |
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|
2017
Q3 | $389K | Buy |
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