Elevated Capital Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Hold |
41,084
| – | – | 0.17% | 164 |
|
|
2025
Q1 | $623K | Buy |
41,084
+1,517
| +4% | +$23K | 0.17% | 164 |
|
|
2024
Q4 | $692K | Sell |
39,567
-1,021
| -3% | -$17.8K | 0.19% | 153 |
|
|
2024
Q3 | $713K | Sell |
40,588
-1,187
| -3% | -$20.8K | 0.19% | 162 |
|
|
2024
Q2 | $625K | Buy |
+41,775
| New | +$625K | 0.18% | 159 |
|
|
2019
Q1 | $94K | Buy |
+10,461
| New | +$94K | 0.06% | 133 |
|