Burney Company’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 |
-21,591
| Closed | -$328K | – | 590 |
|
|
2025
Q1 | $328K | Buy |
21,591
+7,139
| +49% | +$108K | 0.01% | 482 |
|
|
2024
Q4 | $253K | Buy |
14,452
+3,513
| +32% | +$61.4K | 0.01% | 537 |
|
|
2024
Q3 | $192K | Sell |
10,939
-3,237
| -23% | -$56.8K | 0.01% | 589 |
|
|
2024
Q2 | $212K | Buy |
14,176
+3,150
| +29% | +$47.1K | 0.01% | 568 |
|
|
2024
Q1 | $183K | Buy |
+11,026
| New | +$183K | 0.01% | 586 |
|
|
2021
Q1 | – | Sell |
-13,950
| Closed | -$243K | – | 567 |
|
|
2020
Q4 | $243K | Buy |
+13,950
| New | +$243K | 0.01% | 470 |
|