Claro Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,300
| Closed | -$215K | – | 533 |
|
|
2024
Q4 | $215K | Sell |
12,300
-3,836
| -24% | -$67.1K | 0.03% | 452 |
|
|
2024
Q3 | $283K | Buy |
+16,136
| New | +$283K | 0.04% | 395 |
|
|
2021
Q1 | – | Sell |
-4,487
| Closed | -$1.41M | – | 223 |
|
|
2020
Q4 | $1.41M | Buy |
+4,487
| New | +$1.41M | 0.75% | 32 |
|
|
2019
Q1 | – | Sell |
-64
| Closed | -$1K | – | 548 |
|
|
2018
Q4 | $1K | Buy |
+64
| New | +$1K | ﹤0.01% | 1005 |
|