Cetera Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $704K | Buy |
42,464
+29,095
| +218% | +$470K | 0.01% | 1379 |
|
|
2023
Q4 | $238K | Buy |
13,369
+19
| +0.1% | +$274 | ﹤0.01% | 1553 |
|
|
2023
Q3 | $194K | Sell |
13,350
-776
| -5% | -$12.5K | ﹤0.01% | 1545 |
|
|
2023
Q2 | $237K | Sell |
14,126
-11,801
| -46% | -$190K | ﹤0.01% | 1424 |
|
|
2023
Q1 | $425K | Buy |
25,927
+1,907
| +8% | +$34K | 0.01% | 1104 |
|
|
2022
Q4 | $432K | Sell |
24,020
-3,046
| -11% | -$52.1K | 0.01% | 1052 |
|
|
2022
Q3 | $371K | Sell |
27,066
-1,776
| -6% | -$29.9K | 0.01% | 900 |
|
|
2022
Q2 | $465K | Buy |
28,842
+1,030
| +4% | +$19.5K | 0.01% | 879 |
|
|
2022
Q1 | $641K | Buy |
27,812
+2,120
| +8% | +$47K | 0.01% | 780 |
|
|
2021
Q4 | $591K | Sell |
25,692
-16,833
| -40% | -$410K | 0.01% | 820 |
|
|
2021
Q3 | $1.02M | Buy |
42,525
+16,762
| +65% | +$419K | 0.02% | 607 |
|
|
2021
Q2 | $689K | Sell |
25,763
-4,049
| -14% | -$110K | 0.02% | 685 |
|
|
2021
Q1 | $752K | Sell |
29,812
-20,972
| -41% | -$470K | 0.02% | 580 |
|
|
2020
Q4 | $885K | Sell |
50,784
-774
| -2% | -$11.9K | 0.03% | 452 |
|
|
2020
Q3 | $588K | Sell |
51,558
-3,447
| -6% | -$36.5K | 0.02% | 501 |
|
|
2020
Q2 | $592K | Buy |
55,005
+10,978
| +25% | +$98.5K | 0.03% | 485 |
|
|
2020
Q1 | $400K | Buy |
+44,027
| New | +$669K | 0.02% | 526 |
|
|
2019
Q3 | – | Sell |
-27,064
| Closed | -$557K | – | 931 |
|
|
2019
Q2 | $557K | Sell |
27,064
-50,311
| -65% | -$1.04M | 0.02% | 533 |
|
|
2019
Q1 | $1.5M | Buy |
+77,375
| New | +$1.45M | 0.07% | 257 |
|
|
2018
Q3 | – | Sell |
-9,546
| Closed | -$256K | – | 980 |
|
|
2018
Q2 | $256K | Buy |
9,546
+446
| +5% | +$12.8K | 0.01% | 724 |
|
|
2018
Q1 | $289K | Buy |
+9,100
| New | +$314K | 0.02% | 620 |
|
Other funds holding IVZ
TFM
