Capital Advisors Ltd’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Buy |
+21
| New | – | ﹤0.01% | 1486 |
|
|
2024
Q2 | – | Sell |
-36
| Closed | -$1K | – | 1514 |
|
|
2024
Q1 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 1202 |
|
|
2023
Q3 | – | Sell |
-25
| Closed | – | – | 1375 |
|
|
2023
Q2 | $0 | Sell |
25
-182
| -88% | – | ﹤0.01% | 1419 |
|
|
2023
Q1 | $3K | Buy |
207
+47
| +29% | +$681 | ﹤0.01% | 815 |
|
|
2022
Q4 | $3K | Buy |
+160
| New | +$3K | ﹤0.01% | 772 |
|
|
2022
Q1 | – | Sell |
-24
| Closed | -$1K | – | 1064 |
|
|
2021
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 692 |
|