CAPTRUST Financial 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 | $946K | Buy |
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|
2025
Q1 | $846K | Sell |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $987K | Buy |
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|
2024
Q2 | $364K | Buy |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $686K | Buy |
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|
2023
Q3 | $485K | Buy |
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|
2023
Q2 | $507K | Sell |
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|
2023
Q1 | $511K | Buy |
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $352K | Buy |
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|
2021
Q4 | $344K | Buy |
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|
2021
Q3 | $306K | Sell |
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|
2021
Q2 | $346K | Buy |
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|
2021
Q1 | $325K | Buy |
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|
2020
Q4 | $52K | Buy |
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|
2020
Q3 | $23K | Buy |
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|
2020
Q2 | $15K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $45K | Buy |
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|
2019
Q2 | $38K | Buy |
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|
2019
Q1 | $8K | Sell |
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|
2018
Q4 | $8K | Sell |
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|
2018
Q3 | $12K | Buy |
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|
2018
Q2 | $13K | Buy |
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