Contravisory Investment Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2K | Sell |
2,103
-44,692
| -96% | -$705K | 0.01% | 285 |
|
|
2025
Q1 | $710K | Buy |
+46,795
| New | +$710K | 0.15% | 100 |
|
|
2023
Q3 | – | Sell |
-30,437
| Closed | -$512K | – | 358 |
|
|
2023
Q2 | $512K | Buy |
30,437
+599
| +2% | +$10.1K | 0.14% | 103 |
|
|
2023
Q1 | $489K | Buy |
+29,838
| New | +$489K | 0.14% | 95 |
|
|
2021
Q4 | – | Sell |
-20,166
| Closed | -$486K | – | 300 |
|
|
2021
Q3 | $486K | Hold |
20,166
| – | – | 0.15% | 84 |
|
|
2021
Q2 | $539K | Sell |
20,166
-347
| -2% | -$9.28K | 0.16% | 74 |
|
|
2021
Q1 | $517K | Sell |
20,513
-299
| -1% | -$7.54K | 0.16% | 67 |
|
|
2020
Q4 | $363K | Buy |
+20,812
| New | +$363K | 0.11% | 93 |
|
|
2018
Q2 | – | Sell |
-9,248
| Closed | -$296K | – | 350 |
|
|
2018
Q1 | $296K | Buy |
9,248
+716
| +8% | +$22.9K | 0.11% | 123 |
|
|
2017
Q4 | $312K | Buy |
8,532
+1,130
| +15% | +$41.3K | 0.11% | 103 |
|
|
2017
Q3 | $259K | Buy |
+7,402
| New | +$259K | 0.09% | 118 |
|