Capstone Investment Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $173K | Sell |
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|
2024
Q3 | $327K | Buy |
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|
2024
Q2 | $161K | Buy |
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|
2024
Q1 | $129K | Buy |
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|
2023
Q4 | $95.8K | Sell |
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|
2023
Q3 | $555K | Buy |
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|
2023
Q2 | $455K | Buy |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $720K | Buy |
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|
2022
Q1 | $110K | Sell |
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|
2021
Q4 | $1.84M | Buy |
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|
2021
Q3 | $943K | Buy |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $38K | Sell |
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|
2020
Q3 | $499K | Buy |
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|
2020
Q2 | $302K | Buy |
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|
2020
Q1 | $126K | Sell |
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|
2019
Q4 | $474K | Buy |
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|
2019
Q3 | $351K | Buy |
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|
2019
Q2 | $230K | Buy |
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|
2019
Q1 | $176K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $105K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $798K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.19M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $4.97M | Buy |
|