Concord Wealth Partners’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-102
| Closed | -$1.69K | – | 886 |
|
|
2024
Q1 | $1.69K | Hold |
102
| – | – | ﹤0.01% | 766 |
|
|
2023
Q4 | $1.82K | Sell |
102
-420
| -80% | -$7.49K | ﹤0.01% | 721 |
|
|
2023
Q3 | $7.58K | Sell |
522
-75
| -13% | -$1.09K | ﹤0.01% | 660 |
|
|
2023
Q2 | $10K | Buy |
597
+421
| +239% | +$7.08K | ﹤0.01% | 606 |
|
|
2023
Q1 | $2.88K | Sell |
176
-467
| -73% | -$7.65K | ﹤0.01% | 759 |
|
|
2022
Q4 | $11.6K | Buy |
+643
| New | +$11.6K | ﹤0.01% | 616 |
|
|
2022
Q3 | – | Sell |
-1,831
| Closed | -$30K | – | 646 |
|
|
2022
Q2 | $30K | Sell |
1,831
-109
| -6% | -$1.79K | 0.01% | 452 |
|
|
2022
Q1 | $45K | Sell |
1,940
-13
| -0.7% | -$302 | 0.01% | 460 |
|
|
2021
Q4 | $45K | Buy |
1,953
+841
| +76% | +$19.4K | 0.01% | 469 |
|
|
2021
Q3 | $27K | Buy |
1,112
+801
| +258% | +$19.4K | 0.01% | 325 |
|
|
2021
Q2 | $8K | Buy |
311
+99
| +47% | +$2.55K | ﹤0.01% | 664 |
|
|
2021
Q1 | $5K | Buy |
+212
| New | +$5K | ﹤0.01% | 668 |
|