Crossmark Global Holdings’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $470K | Sell |
29,789
-3,900
| -12% | -$61.5K | 0.01% | 914 |
|
2025
Q1 | $511K | Sell |
33,689
-538
| -2% | -$8.16K | 0.01% | 868 |
|
2024
Q4 | $598K | Sell |
34,227
-97
| -0.3% | -$1.7K | 0.01% | 755 |
|
2024
Q3 | $603K | Buy |
34,324
+282
| +0.8% | +$4.95K | 0.01% | 786 |
|
2024
Q2 | $509K | Buy |
34,042
+69
| +0.2% | +$1.03K | 0.01% | 826 |
|
2024
Q1 | $564K | Buy |
33,973
+753
| +2% | +$12.5K | 0.01% | 811 |
|
2023
Q4 | $593K | Buy |
33,220
+1,806
| +6% | +$32.2K | 0.01% | 776 |
|
2023
Q3 | $436K | Buy |
31,414
+60
| +0.2% | +$833 | 0.01% | 872 |
|
2023
Q2 | $521K | Sell |
31,354
-278
| -0.9% | -$4.62K | 0.01% | 840 |
|
2023
Q1 | $519K | Sell |
31,632
-119
| -0.4% | -$1.95K | 0.01% | 806 |
|
2022
Q4 | $572K | Buy |
31,751
+247
| +0.8% | +$4.45K | 0.01% | 738 |
|
2022
Q3 | $431K | Sell |
31,504
-907
| -3% | -$12.4K | 0.01% | 833 |
|
2022
Q2 | $522K | Sell |
32,411
-30
| -0.1% | -$483 | 0.01% | 797 |
|
2022
Q1 | $748K | Sell |
32,441
-3,589
| -10% | -$82.8K | 0.02% | 733 |
|
2021
Q4 | $829K | Sell |
36,030
-24,542
| -41% | -$565K | 0.02% | 693 |
|
2021
Q3 | $1.46M | Buy |
60,572
+1,537
| +3% | +$37K | 0.03% | 487 |
|
2021
Q2 | $1.58M | Buy |
59,035
+4,230
| +8% | +$113K | 0.04% | 465 |
|
2021
Q1 | $1.38M | Sell |
54,805
-16,002
| -23% | -$404K | 0.03% | 492 |
|
2020
Q4 | $1.23M | Sell |
70,807
-30,358
| -30% | -$529K | 0.03% | 510 |
|
2020
Q3 | $1.15M | Buy |
101,165
+658
| +0.7% | +$7.51K | 0.03% | 497 |
|
2020
Q2 | $1.08M | Buy |
100,507
+14,869
| +17% | +$160K | 0.03% | 512 |
|
2020
Q1 | $778K | Buy |
85,638
+639
| +0.8% | +$5.81K | 0.03% | 533 |
|
2019
Q4 | $1.53M | Buy |
84,999
+299
| +0.4% | +$5.38K | 0.04% | 447 |
|
2019
Q3 | $1.44M | Sell |
84,700
-2,020
| -2% | -$34.2K | 0.04% | 455 |
|
2019
Q2 | $1.77M | Buy |
86,720
+6,925
| +9% | +$142K | 0.05% | 416 |
|
2019
Q1 | $1.54M | Buy |
79,795
+430
| +0.5% | +$8.3K | 0.04% | 449 |
|
2018
Q4 | $1.33M | Buy |
79,365
+43,473
| +121% | +$728K | 0.04% | 466 |
|
2018
Q3 | $821K | Buy |
35,892
+717
| +2% | +$16.4K | 0.02% | 691 |
|
2018
Q2 | $934K | Sell |
35,175
-1,555
| -4% | -$41.3K | 0.03% | 624 |
|
2018
Q1 | $1.18M | Sell |
36,730
-2,296
| -6% | -$73.5K | 0.03% | 562 |
|
2017
Q4 | $1.43M | Buy |
39,026
+5,527
| +16% | +$202K | 0.03% | 529 |
|
2017
Q3 | $1.17M | Buy |
+33,499
| New | +$1.17M | 0.03% | 565 |
|
2016
Q3 | $1.17M | Buy |
+33,499
| New | +$1.17M | 0.03% | 565 |
|