Cetera Advisor Networks’s Invesco IVZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $767K | Buy |
46,235
+6,142
| +15% | +$102K | ﹤0.01% | 1635 |
|
2023
Q4 | $715K | Buy |
40,093
+4,122
| +11% | +$73.5K | ﹤0.01% | 1608 |
|
2023
Q3 | $522K | Buy |
35,971
+1,120
| +3% | +$16.3K | ﹤0.01% | 1729 |
|
2023
Q2 | $586K | Sell |
34,851
-5,917
| -15% | -$99.5K | ﹤0.01% | 1618 |
|
2023
Q1 | $669K | Buy |
40,768
+3,230
| +9% | +$53K | ﹤0.01% | 1491 |
|
2022
Q4 | $675K | Buy |
37,538
+6,951
| +23% | +$125K | 0.01% | 1435 |
|
2022
Q3 | $419K | Sell |
30,587
-144
| -0.5% | -$1.97K | 0.01% | 1399 |
|
2022
Q2 | $495K | Buy |
30,731
+788
| +3% | +$12.7K | 0.01% | 1280 |
|
2022
Q1 | $690K | Buy |
29,943
+1,302
| +5% | +$30K | 0.01% | 1110 |
|
2021
Q4 | $659K | Sell |
28,641
-333
| -1% | -$7.66K | 0.01% | 1104 |
|
2021
Q3 | $699K | Sell |
28,974
-2,919
| -9% | -$70.4K | 0.01% | 1018 |
|
2021
Q2 | $852K | Sell |
31,893
-3,750
| -11% | -$100K | 0.01% | 892 |
|
2021
Q1 | $899K | Sell |
35,643
-18,120
| -34% | -$457K | 0.02% | 613 |
|
2020
Q4 | $937K | Sell |
53,763
-37,856
| -41% | -$660K | 0.02% | 556 |
|
2020
Q3 | $1.05M | Buy |
91,619
+9,667
| +12% | +$110K | 0.03% | 469 |
|
2020
Q2 | $882K | Buy |
81,952
+14,006
| +21% | +$151K | 0.02% | 507 |
|
2020
Q1 | $617K | Buy |
67,946
+17,414
| +34% | +$158K | 0.02% | 552 |
|
2019
Q4 | $908K | Buy |
50,532
+37,542
| +289% | +$675K | 0.02% | 529 |
|
2019
Q3 | $218K | Buy |
+12,990
| New | +$218K | 0.01% | 1063 |
|