Elo Mutual Pension Insurance’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $700K | Buy |
44,379
+7,373
| +20% | +$116K | 0.01% | 523 |
|
2025
Q1 | $561K | Buy |
+37,006
| New | +$561K | 0.01% | 535 |
|
2023
Q4 | – | Sell |
-28,760
| Closed | -$418K | – | 482 |
|
2023
Q3 | $418K | Buy |
28,760
+652
| +2% | +$9.48K | 0.01% | 463 |
|
2023
Q2 | $472K | Buy |
28,108
+747
| +3% | +$12.5K | 0.01% | 459 |
|
2023
Q1 | $449K | Buy |
27,361
+1,448
| +6% | +$23.8K | 0.01% | 437 |
|
2022
Q4 | $466K | Buy |
25,913
+465
| +2% | +$8.36K | 0.02% | 448 |
|
2022
Q3 | $349K | Sell |
25,448
-1,736
| -6% | -$23.8K | 0.01% | 448 |
|
2022
Q2 | $438K | Sell |
27,184
-29,271
| -52% | -$472K | 0.01% | 456 |
|
2022
Q1 | $1.3M | Buy |
56,455
+30,716
| +119% | +$708K | 0.04% | 371 |
|
2021
Q4 | $593K | Buy |
25,739
+1,638
| +7% | +$37.7K | 0.02% | 438 |
|
2021
Q3 | $581K | Sell |
24,101
-4,066
| -14% | -$98K | 0.02% | 407 |
|
2021
Q2 | $753K | Hold |
28,167
| – | – | 0.03% | 388 |
|
2021
Q1 | $710K | Buy |
28,167
+419
| +2% | +$10.6K | 0.02% | 390 |
|
2020
Q4 | $484K | Buy |
+27,748
| New | +$484K | 0.02% | 416 |
|