FinTrust Capital Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.75K | Hold |
555
| – | – | ﹤0.01% | 954 |
|
|
2024
Q2 | $8.3K | Hold |
555
| – | – | ﹤0.01% | 946 |
|
|
2024
Q1 | $9.21K | Hold |
555
| – | – | ﹤0.01% | 874 |
|
|
2023
Q4 | $9.9K | Hold |
555
| – | – | ﹤0.01% | 830 |
|
|
2023
Q3 | $8.06K | Buy |
555
+96
| +21% | +$1.54K | ﹤0.01% | 818 |
|
|
2023
Q2 | $8.26K | Hold |
459
| – | – | ﹤0.01% | 798 |
|
|
2023
Q1 | $8.26K | Hold |
459
| – | – | ﹤0.01% | 793 |
|
|
2022
Q4 | $8.26K | Hold |
459
| – | – | ﹤0.01% | 791 |
|
|
2022
Q3 | $7K | Hold |
459
| – | – | ﹤0.01% | 958 |
|
|
2022
Q2 | $8K | Hold |
459
| – | – | ﹤0.01% | 949 |
|
|
2022
Q1 | $11K | Hold |
459
| – | – | ﹤0.01% | 918 |
|
|
2021
Q4 | $11K | Hold |
459
| – | – | ﹤0.01% | 898 |
|
|
2021
Q3 | $11K | Hold |
459
| – | – | ﹤0.01% | 889 |
|
|
2021
Q2 | $12K | Sell |
459
-2,000
| -81% | -$54.5K | ﹤0.01% | 885 |
|
|
2021
Q1 | $62K | Hold |
2,459
| – | – | 0.02% | 507 |
|
|
2020
Q4 | $43K | Sell |
2,459
-455
| -16% | -$7K | 0.01% | 525 |
|
|
2020
Q3 | $33 | Buy |
2,914
+2,089
| +253% | +$22.1K | 0.01% | 563 |
|
|
2020
Q2 | $9K | Sell |
825
-1,225
| -60% | -$11K | ﹤0.01% | 743 |
|
|
2020
Q1 | $19K | Hold |
2,050
| – | – | 0.01% | 629 |
|
|
2019
Q4 | $37K | Sell |
2,050
-365
| -15% | -$6.23K | 0.02% | 499 |
|
|
2019
Q3 | $41K | Hold |
2,415
| – | – | 0.02% | 488 |
|
|
2019
Q2 | $49K | Sell |
2,415
-494
| -17% | -$10.3K | 0.02% | 419 |
|
|
2019
Q1 | $56K | Buy |
2,909
+519
| +22% | +$9.7K | 0.02% | 369 |
|
|
2018
Q4 | $40K | Buy |
+2,390
| New | +$47.8K | 0.02% | 432 |
|
Other funds holding IVZ
MMLI
TFM
