Clear Investment Research’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$17.6K | – | 230 |
|
|
2024
Q3 | $17.6K | Hold |
1,000
| – | – | 0.02% | 146 |
|
|
2024
Q2 | $15K | Hold |
1,000
| – | – | 0.02% | 143 |
|
|
2024
Q1 | $16.6K | Hold |
1,000
| – | – | 0.02% | 143 |
|
|
2023
Q4 | $17.8K | Hold |
1,000
| – | – | 0.03% | 153 |
|
|
2023
Q3 | $14.5K | Hold |
1,000
| – | – | 0.03% | 120 |
|
|
2023
Q2 | $16.8K | Hold |
1,000
| – | – | 0.03% | 120 |
|
|
2023
Q1 | $16.4K | Hold |
1,000
| – | – | 0.03% | 116 |
|
|
2022
Q4 | $18K | Hold |
1,000
| – | – | 0.03% | 108 |
|
|
2022
Q3 | $14K | Buy |
+1,000
| New | +$14K | 0.03% | 111 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$23K | – | 140 |
|
|
2022
Q1 | $23K | Hold |
1,000
| – | – | 0.05% | 101 |
|
|
2021
Q4 | $23K | Hold |
1,000
| – | – | 0.04% | 102 |
|
|
2021
Q3 | $24K | Hold |
1,000
| – | – | 0.04% | 99 |
|
|
2021
Q2 | $25K | Hold |
1,000
| – | – | 0.04% | 98 |
|
|
2021
Q1 | $25K | Sell |
1,000
-200
| -17% | -$5K | 0.05% | 87 |
|
|
2020
Q4 | $21K | Hold |
1,200
| – | – | 0.04% | 88 |
|
|
2020
Q3 | $14K | Hold |
1,200
| – | – | 0.03% | 87 |
|
|
2020
Q2 | $13K | Hold |
1,200
| – | – | 0.03% | 88 |
|
|
2020
Q1 | $11K | Sell |
1,200
-300
| -20% | -$2.75K | 0.03% | 85 |
|
|
2019
Q4 | $27K | Buy |
+1,500
| New | +$27K | 0.06% | 75 |
|