Farther Finance 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 | $356K | Sell |
22,573
-2,293
| -9% | -$36.2K | 0.01% | 1087 |
|
|
2025
Q1 | $378K | Buy |
24,866
+3,449
| +16% | +$52.4K | 0.01% | 927 |
|
|
2024
Q4 | $374K | Sell |
21,417
-101
| -0.5% | -$1.77K | 0.01% | 703 |
|
|
2024
Q3 | $378K | Buy |
21,518
+179
| +0.8% | +$3.14K | 0.01% | 712 |
|
|
2024
Q2 | $317K | Sell |
21,339
-1,070
| -5% | -$15.9K | 0.02% | 655 |
|
|
2024
Q1 | $370K | Buy |
22,409
+923
| +4% | +$15.2K | 0.02% | 477 |
|
|
2023
Q4 | $383K | Buy |
21,486
+19,178
| +831% | +$342K | 0.03% | 402 |
|
|
2023
Q3 | $33.5K | Sell |
2,308
-162
| -7% | -$2.35K | 0.01% | 923 |
|
|
2023
Q2 | $41.5K | Buy |
2,470
+215
| +10% | +$3.61K | 0.01% | 732 |
|
|
2023
Q1 | $37K | Buy |
2,255
+205
| +10% | +$3.36K | 0.01% | 696 |
|
|
2022
Q4 | $36.9K | Buy |
+2,050
| New | +$36.9K | 0.01% | 564 |
|