Deseret Mutual Benefit Administrators’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.8K | Hold |
1,824
| – | – | 0.01% | 387 |
|
|
2025
Q1 | $27.7K | Hold |
1,824
| – | – | 0.01% | 389 |
|
|
2024
Q4 | $31.9K | Hold |
1,824
| – | – | 0.02% | 366 |
|
|
2024
Q3 | $32K | Buy |
1,824
+303
| +20% | +$5.32K | 0.02% | 359 |
|
|
2024
Q2 | $22.8K | Hold |
1,521
| – | – | 0.01% | 411 |
|
|
2024
Q1 | $25.2K | Hold |
1,521
| – | – | 0.01% | 403 |
|
|
2023
Q4 | $27.1K | Sell |
1,521
-434
| -22% | -$7.74K | 0.02% | 371 |
|
|
2023
Q3 | $28.4K | Sell |
1,955
-89
| -4% | -$1.29K | 0.01% | 394 |
|
|
2023
Q2 | $34.4K | Hold |
2,044
| – | – | 0.01% | 372 |
|
|
2023
Q1 | $33.5K | Hold |
2,044
| – | – | 0.01% | 368 |
|
|
2022
Q4 | $36.8K | Sell |
2,044
-1,989
| -49% | -$35.8K | 0.02% | 349 |
|
|
2022
Q3 | $55K | Hold |
4,033
| – | – | 0.02% | 377 |
|
|
2022
Q2 | $65K | Hold |
4,033
| – | – | 0.01% | 384 |
|
|
2022
Q1 | $93K | Sell |
4,033
-828
| -17% | -$19.1K | 0.02% | 364 |
|
|
2021
Q4 | $112K | Hold |
4,861
| – | – | 0.02% | 348 |
|
|
2021
Q3 | $117K | Sell |
4,861
-2,735
| -36% | -$65.8K | 0.02% | 337 |
|
|
2021
Q2 | $203K | Buy |
+7,596
| New | +$203K | 0.05% | 198 |
|