Coppell Advisory Solutions’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 |
-43
| Closed | -$752 | – | 1100 |
|
|
2024
Q4 | $752 | Sell |
43
-43
| -50% | -$752 | ﹤0.01% | 1704 |
|
|
2024
Q3 | $1.52K | Buy |
86
+43
| +100% | +$759 | ﹤0.01% | 1500 |
|
|
2024
Q2 | $643 | Buy |
+43
| New | +$643 | ﹤0.01% | 1562 |
|
|
2023
Q4 | $2.53K | Buy |
142
+97
| +216% | +$1.73K | ﹤0.01% | 1247 |
|
|
2023
Q3 | $810 | Buy |
45
+10
| +29% | +$180 | ﹤0.01% | 956 |
|
|
2023
Q2 | $586 | Buy |
+35
| New | +$586 | ﹤0.01% | 1217 |
|
|
2023
Q1 | – | Sell |
-45
| Closed | -$810 | – | 655 |
|
|
2022
Q4 | $810 | Buy |
+45
| New | +$810 | ﹤0.01% | 958 |
|