Ford Financial Group’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,404
| Closed | -$187K | – | 50 |
|
|
2022
Q4 | $187K | Buy |
10,404
+6
| +0.1% | +$108 | 0.07% | 115 |
|
|
2022
Q3 | $142K | Buy |
10,398
+31
| +0.3% | +$423 | 0.06% | 120 |
|
|
2022
Q2 | $167K | Buy |
10,367
+28
| +0.3% | +$451 | 0.07% | 116 |
|
|
2022
Q1 | $238K | Buy |
10,339
+24
| +0.2% | +$552 | 0.09% | 107 |
|
|
2021
Q4 | $237 | Sell |
10,315
-80
| -0.8% | -$2 | 0.05% | 93 |
|
|
2021
Q3 | $250K | Buy |
10,395
+19
| +0.2% | +$457 | 0.1% | 83 |
|
|
2021
Q2 | $277K | Buy |
10,376
+15
| +0.1% | +$400 | 0.1% | 81 |
|
|
2021
Q1 | $261K | Buy |
10,361
+18
| +0.2% | +$453 | 0.11% | 80 |
|
|
2020
Q4 | $180K | Sell |
10,343
-1,976
| -16% | -$34.4K | 0.08% | 94 |
|
|
2020
Q3 | $140K | Buy |
12,319
+41
| +0.3% | +$466 | 0.08% | 87 |
|
|
2020
Q2 | $132K | Buy |
12,278
+44
| +0.4% | +$473 | 0.07% | 90 |
|
|
2020
Q1 | $111K | Sell |
12,234
-10,326
| -46% | -$93.7K | 0.07% | 88 |
|
|
2019
Q4 | $405K | Buy |
22,560
+7,135
| +46% | +$128K | 0.23% | 48 |
|
|
2019
Q3 | $261K | Buy |
+15,425
| New | +$261K | 0.17% | 65 |
|
|
2018
Q1 | – | Sell |
-232
| Closed | -$8K | – | 210 |
|
|
2017
Q4 | $8K | Buy |
+232
| New | +$8K | 0.01% | 261 |
|