D.A. Davidson & Co’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.09M | Buy |
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|
2025
Q2 | $2.3M | Buy |
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|
2025
Q1 | $720K | Buy |
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|
2024
Q4 | $816K | Buy |
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|
2024
Q3 | $808K | Sell |
|
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|
2024
Q2 | $727K | Buy |
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|
2024
Q1 | $766K | Sell |
|
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|
2023
Q4 | $862K | Sell |
|
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|
2023
Q3 | $723K | Buy |
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|
2023
Q2 | $832K | Sell |
|
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|
2023
Q1 | $828K | Buy |
|
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|
2022
Q4 | $836K | Buy |
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|
2022
Q3 | $561K | Buy |
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|
2022
Q2 | $599K | Sell |
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|
2022
Q1 | $859K | Sell |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $1.31M | Sell |
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|
2021
Q2 | $1.65M | Sell |
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|
2021
Q1 | $1.88M | Sell |
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|
2020
Q4 | $1.88M | Sell |
|
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|
2020
Q3 | $1.41M | Sell |
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|
2020
Q2 | $1.5M | Sell |
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|
2020
Q1 | $2.75M | Buy |
|
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|
2019
Q4 | $4.56M | Buy |
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|
2019
Q3 | $3.35M | Buy |
|
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|
2019
Q2 | $2.48M | Sell |
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|
2019
Q1 | $2.34M | Buy |
|
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|
2018
Q4 | $1.19M | Buy |
|
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|
2018
Q3 | $1.53M | Buy |
|
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|
2018
Q2 | $972K | Buy |
|
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|
2018
Q1 | $670K | Buy |
|
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|
2017
Q4 | $702K | Buy |
|
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|
2017
Q3 | $635K | Sell |
|
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|
2017
Q2 | $738K | Sell |
|
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|
2017
Q1 | $655K | Buy |
|
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|
2016
Q4 | $450K | Buy |
|
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|
2016
Q3 | $374K | Sell |
|
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|
2016
Q2 | $431K | Buy |
|
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|
2016
Q1 | $343K | Buy |
|
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|
2015
Q4 | $143K | Buy |
|
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|
2015
Q3 | $1K | Sell |
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|
2015
Q2 | $9K | Hold |
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|
2015
Q1 | $11K | Buy |
|
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|
2014
Q4 | $9K | Buy |
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|
2014
Q3 | $9K | Buy |
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|
2014
Q2 | $6K | Hold |
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|
2014
Q1 | $6K | Sell |
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|
2013
Q4 | $9K | Hold |
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|
2013
Q3 | $7K | Hold |
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|
2013
Q2 | $7K | Buy |
|