Creative Financial Designs’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34K | Buy |
85
+10
| +13% | +$158 | ﹤0.01% | 1739 |
|
|
2025
Q1 | $1.14K | Sell |
75
-182
| -71% | -$2.76K | ﹤0.01% | 1757 |
|
|
2024
Q4 | $4.49K | Buy |
257
+105
| +69% | +$1.84K | ﹤0.01% | 1444 |
|
|
2024
Q3 | $2.67K | Sell |
152
-830
| -85% | -$14.6K | ﹤0.01% | 1497 |
|
|
2024
Q2 | $14.7K | Hold |
982
| – | – | ﹤0.01% | 1059 |
|
|
2024
Q1 | $16.3K | Sell |
982
-305
| -24% | -$5.06K | ﹤0.01% | 1020 |
|
|
2023
Q4 | $23K | Buy |
1,287
+1,212
| +1,616% | +$21.6K | ﹤0.01% | 883 |
|
|
2023
Q3 | $1.09K | Hold |
75
| – | – | ﹤0.01% | 1392 |
|
|
2023
Q2 | $1.26K | Buy |
+75
| New | +$1.26K | ﹤0.01% | 1356 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$5K | – | 1329 |
|
|
2021
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 1155 |
|
|
2021
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1170 |
|
|
2020
Q4 | – | Sell |
-243
| Closed | -$3K | – | 1270 |
|
|
2020
Q3 | $3K | Sell |
243
-26,319
| -99% | -$325K | ﹤0.01% | 1025 |
|
|
2020
Q2 | $286K | Buy |
26,562
+319
| +1% | +$3.44K | 0.09% | 169 |
|
|
2020
Q1 | $238K | Buy |
26,243
+741
| +3% | +$6.72K | 0.12% | 107 |
|
|
2019
Q4 | $459K | Buy |
25,502
+2,165
| +9% | +$39K | 0.21% | 101 |
|
|
2019
Q3 | $367K | Buy |
23,337
+9,391
| +67% | +$148K | 0.2% | 94 |
|
|
2019
Q2 | $287K | Sell |
13,946
-516
| -4% | -$10.6K | 0.16% | 109 |
|
|
2019
Q1 | $279K | Buy |
14,462
+3,625
| +33% | +$69.9K | 0.17% | 99 |
|
|
2018
Q4 | $181K | Buy |
10,837
+3,262
| +43% | +$54.5K | 0.13% | 114 |
|
|
2018
Q3 | $173K | Buy |
+7,575
| New | +$173K | 0.1% | 131 |
|