Capital Analysts LLC’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $54K | Sell |
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|
2025
Q2 | $40K | Sell |
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|
2025
Q1 | $38K | Sell |
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|
2024
Q4 | $50K | Buy |
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|
2024
Q3 | $44K | Buy |
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|
2024
Q2 | $35K | Buy |
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|
2024
Q1 | $25K | Sell |
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|
2023
Q4 | $27K | Sell |
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|
2023
Q3 | $27K | Buy |
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|
2023
Q2 | $29K | Sell |
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|
2023
Q1 | $31K | Buy |
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|
2022
Q4 | $31K | Buy |
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|
2022
Q3 | $18K | Buy |
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|
2022
Q2 | $18K | Sell |
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|
2022
Q1 | $33K | Buy |
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|
2021
Q4 | $31K | Buy |
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|
2021
Q3 | $16K | Buy |
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|
2021
Q2 | $11K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $32K | Hold |
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|
2018
Q1 | $39K | Hold |
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|
2017
Q4 | $45K | Hold |
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|
2017
Q3 | $43K | Buy |
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|
2017
Q2 | $22.1K | Hold |
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|
2017
Q1 | $19.2K | Hold |
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|
2016
Q4 | $19K | Sell |
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|
2016
Q3 | $20.9K | Hold |
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|
2016
Q2 | $17.1K | Sell |
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|
2016
Q1 | $28.6K | Hold |
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|
2015
Q4 | $31.1K | Sell |
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|
2015
Q3 | $4.49M | Buy |
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|
2015
Q2 | $2.58M | Buy |
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|
2015
Q1 | $2.6M | Buy |
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|
2014
Q4 | $2.51M | Buy |
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|
2014
Q3 | $2.43M | Buy |
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|
2014
Q2 | $2.18M | Buy |
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|
2014
Q1 | $1.97M | Buy |
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