EdgeRock Capital’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,455
| Closed | -$21.8K | – | 183 |
|
|
2024
Q2 | $21.8K | Buy |
+1,455
| New | +$21.8K | 0.02% | 174 |
|
|
2024
Q1 | – | Sell |
-1,042
| Closed | -$16.5K | – | 203 |
|
|
2023
Q4 | $16.5K | Buy |
+1,042
| New | +$16.5K | 0.01% | 196 |
|
|
2022
Q4 | – | Sell |
-274
| Closed | -$4K | – | 221 |
|
|
2022
Q3 | $4K | Buy |
+274
| New | +$4K | ﹤0.01% | 262 |
|