Covestor’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
12,728
+9,072
| +248% | +$143K | 0.12% | 186 |
|
|
2025
Q1 | $55K | Sell |
3,656
-39
| -1% | -$587 | 0.04% | 807 |
|
|
2024
Q4 | $65K | Sell |
3,695
-899
| -20% | -$15.8K | 0.04% | 752 |
|
|
2024
Q3 | $81K | Sell |
4,594
-1,010
| -18% | -$17.8K | 0.05% | 645 |
|
|
2024
Q2 | $84K | Sell |
5,604
-252
| -4% | -$3.78K | 0.05% | 598 |
|
|
2024
Q1 | $97K | Sell |
5,856
-4,430
| -43% | -$73.4K | 0.06% | 554 |
|
|
2023
Q4 | $183K | Buy |
10,286
+4,707
| +84% | +$83.7K | 0.13% | 180 |
|
|
2023
Q3 | $81K | Sell |
5,579
-224
| -4% | -$3.25K | 0.06% | 545 |
|
|
2023
Q2 | $98K | Buy |
5,803
+1,447
| +33% | +$24.4K | 0.07% | 452 |
|
|
2023
Q1 | $71K | Sell |
4,356
-1,270
| -23% | -$20.7K | 0.06% | 561 |
|
|
2022
Q4 | $101K | Buy |
5,626
+644
| +13% | +$11.6K | 0.08% | 384 |
|
|
2022
Q3 | $68K | Buy |
4,982
+4,953
| +17,079% | +$67.6K | 0.06% | 569 |
|
|
2022
Q2 | $0 | Buy |
29
+1
| +4% | – | ﹤0.01% | 2121 |
|
|
2022
Q1 | $1K | Buy |
28
+8
| +40% | +$286 | ﹤0.01% | 1847 |
|
|
2021
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 2230 |
|