Cooper Financial Group’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 |
-11,069
| Closed | -$184K | – | 383 |
|
|
2024
Q1 | $184K | Buy |
11,069
+146
| +1% | +$2.42K | 0.03% | 342 |
|
|
2023
Q4 | $195K | Buy |
10,923
+264
| +2% | +$4.71K | 0.04% | 335 |
|
|
2023
Q3 | $155K | Buy |
+10,659
| New | +$155K | 0.04% | 319 |
|
|
2022
Q2 | – | Sell |
-11,080
| Closed | -$256K | – | 267 |
|
|
2022
Q1 | $256K | Sell |
11,080
-3,480
| -24% | -$80.4K | 0.1% | 198 |
|
|
2021
Q4 | $335K | Buy |
14,560
+105
| +0.7% | +$2.42K | 0.13% | 160 |
|
|
2021
Q3 | $349K | Buy |
14,455
+236
| +2% | +$5.7K | 0.07% | 172 |
|
|
2021
Q2 | $380K | Buy |
14,219
+1,303
| +10% | +$34.8K | 0.08% | 157 |
|
|
2021
Q1 | $326K | Buy |
+12,916
| New | +$326K | 0.07% | 167 |
|