Element Wealth’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
13,028
-6,826
| -34% | -$108K | 0.09% | 179 |
|
|
2025
Q1 | $301K | Buy |
19,854
+99
| +0.5% | +$1.5K | 0.16% | 114 |
|
|
2024
Q4 | $345K | Buy |
19,755
+88
| +0.4% | +$1.54K | 0.18% | 101 |
|
|
2024
Q3 | $345K | Buy |
19,667
+95
| +0.5% | +$1.67K | 0.18% | 107 |
|
|
2024
Q2 | $293K | Buy |
19,572
+100
| +0.5% | +$1.5K | 0.16% | 109 |
|
|
2024
Q1 | $323K | Buy |
19,472
+95
| +0.5% | +$1.58K | 0.19% | 98 |
|
|
2023
Q4 | $346K | Sell |
19,377
-3,134
| -14% | -$55.9K | 0.22% | 87 |
|
|
2023
Q3 | $327K | Sell |
22,511
-3,407
| -13% | -$49.5K | 0.24% | 81 |
|
|
2023
Q2 | $436K | Buy |
25,918
+92
| +0.4% | +$1.55K | 0.3% | 61 |
|
|
2023
Q1 | $424K | Buy |
25,826
+75
| +0.3% | +$1.23K | 0.32% | 62 |
|
|
2022
Q4 | $463K | Buy |
25,751
+100
| +0.4% | +$1.8K | 0.38% | 51 |
|
|
2022
Q3 | $351K | Buy |
25,651
+112
| +0.4% | +$1.53K | 0.32% | 61 |
|
|
2022
Q2 | $412K | Buy |
25,539
+96
| +0.4% | +$1.55K | 0.41% | 47 |
|
|
2022
Q1 | $587K | Sell |
25,443
-1,307
| -5% | -$30.2K | 0.47% | 39 |
|
|
2021
Q4 | $616K | Buy |
26,750
+81
| +0.3% | +$1.87K | 0.46% | 36 |
|
|
2021
Q3 | $643K | Sell |
26,669
-1,035
| -4% | -$25K | 0.51% | 30 |
|
|
2021
Q2 | $741K | Buy |
27,704
+66
| +0.2% | +$1.77K | 0.58% | 27 |
|
|
2021
Q1 | $697K | Sell |
27,638
-2,646
| -9% | -$66.7K | 0.58% | 26 |
|
|
2020
Q4 | $528K | Buy |
30,284
+112
| +0.4% | +$1.95K | 0.49% | 40 |
|
|
2020
Q3 | $344K | Buy |
30,172
+188
| +0.6% | +$2.14K | 0.37% | 51 |
|
|
2020
Q2 | $323K | Buy |
29,984
+11,090
| +59% | +$119K | 0.37% | 53 |
|
|
2020
Q1 | $172K | Buy |
+18,894
| New | +$172K | 0.24% | 73 |
|