Corient Private Wealth’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Buy |
54,459
+19,577
| +56% | +$309K | ﹤0.01% | 1511 |
|
|
2025
Q1 | $529K | Buy |
34,882
+12,836
| +58% | +$195K | ﹤0.01% | 1567 |
|
|
2024
Q4 | $385K | Sell |
22,046
-20,505
| -48% | -$358K | ﹤0.01% | 1759 |
|
|
2024
Q3 | $747K | Sell |
42,551
-8,002
| -16% | -$141K | ﹤0.01% | 1516 |
|
|
2024
Q2 | $756K | Buy |
50,553
+2,276
| +5% | +$34.1K | ﹤0.01% | 1441 |
|
|
2024
Q1 | $801K | Buy |
48,277
+9,114
| +23% | +$151K | ﹤0.01% | 1392 |
|
|
2023
Q4 | $699K | Buy |
39,163
+9,254
| +31% | +$165K | ﹤0.01% | 1441 |
|
|
2023
Q3 | $434K | Sell |
29,909
-27,657
| -48% | -$401K | ﹤0.01% | 1565 |
|
|
2023
Q2 | $968K | Sell |
57,566
-2,978
| -5% | -$50.1K | ﹤0.01% | 1162 |
|
|
2023
Q1 | $993K | Buy |
60,544
+34,694
| +134% | +$569K | ﹤0.01% | 1084 |
|
|
2022
Q4 | $465K | Buy |
+25,850
| New | +$465K | ﹤0.01% | 1161 |
|