Global Retirement Partners’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99K | Buy |
+126
| New | +$1.99K | ﹤0.01% | 3239 |
|
|
2024
Q4 | $3.5K | Sell |
200
-51
| -20% | -$891 | ﹤0.01% | 2854 |
|
|
2024
Q3 | $4.41K | Buy |
251
+32
| +15% | +$562 | ﹤0.01% | 2613 |
|
|
2024
Q2 | $3.28K | Buy |
219
+9
| +4% | +$135 | ﹤0.01% | 2788 |
|
|
2024
Q1 | $3.48K | Sell |
210
-284
| -57% | -$4.71K | ﹤0.01% | 2541 |
|
|
2023
Q4 | $8.36K | Buy |
494
+162
| +49% | +$2.74K | ﹤0.01% | 2135 |
|
|
2023
Q3 | $4.54K | Sell |
332
-33
| -9% | -$451 | ﹤0.01% | 2228 |
|
|
2023
Q2 | $6.14K | Sell |
365
-76
| -17% | -$1.28K | ﹤0.01% | 2128 |
|
|
2023
Q1 | $7.26K | Buy |
441
+74
| +20% | +$1.22K | ﹤0.01% | 2036 |
|
|
2022
Q4 | $6.6K | Sell |
367
-7
| -2% | -$126 | ﹤0.01% | 1926 |
|
|
2022
Q3 | $6K | Sell |
374
-1,010
| -73% | -$16.2K | ﹤0.01% | 1865 |
|
|
2022
Q2 | $22K | Sell |
1,384
-19
| -1% | -$302 | ﹤0.01% | 1315 |
|
|
2022
Q1 | $26K | Buy |
+1,403
| New | +$26K | ﹤0.01% | 1248 |
|
|
2021
Q4 | – | Sell |
-1,325
| Closed | -$32K | – | 1031 |
|
|
2021
Q3 | $32K | Sell |
1,325
-210
| -14% | -$5.07K | ﹤0.01% | 1019 |
|
|
2021
Q2 | $41K | Buy |
1,535
+210
| +16% | +$5.61K | ﹤0.01% | 933 |
|
|
2021
Q1 | $33K | Sell |
1,325
-950
| -42% | -$23.7K | ﹤0.01% | 939 |
|
|
2020
Q4 | $40K | Hold |
2,275
| – | – | 0.01% | 808 |
|
|
2020
Q3 | $26K | Hold |
2,275
| – | – | ﹤0.01% | 841 |
|
|
2020
Q2 | $24K | Buy |
2,275
+919
| +68% | +$9.7K | ﹤0.01% | 848 |
|
|
2020
Q1 | $12K | Sell |
1,356
-429
| -24% | -$3.8K | ﹤0.01% | 979 |
|
|
2019
Q4 | $32K | Buy |
1,785
+175
| +11% | +$3.14K | ﹤0.01% | 775 |
|
|
2019
Q3 | $27K | Sell |
1,610
-763
| -32% | -$12.8K | ﹤0.01% | 794 |
|
|
2019
Q2 | $49K | Buy |
2,373
+266
| +13% | +$5.49K | 0.01% | 615 |
|
|
2019
Q1 | $41K | Sell |
2,107
-306
| -13% | -$5.95K | 0.01% | 599 |
|
|
2018
Q4 | $40K | Sell |
2,413
-394
| -14% | -$6.53K | 0.01% | 557 |
|
|
2018
Q3 | $64K | Sell |
2,807
-3
| -0.1% | -$68 | 0.01% | 507 |
|
|
2018
Q2 | $75K | Buy |
2,810
+12
| +0.4% | +$320 | 0.02% | 443 |
|
|
2018
Q1 | $90K | Hold |
2,798
| – | – | 0.02% | 395 |
|
|
2017
Q4 | $102K | Buy |
2,798
+1
| +0% | +$36 | 0.03% | 360 |
|
|
2017
Q3 | $97K | Buy |
2,797
+1
| +0% | +$35 | 0.04% | 326 |
|
|
2017
Q2 | $97K | Sell |
2,796
-26
| -0.9% | -$902 | 0.05% | 307 |
|
|
2017
Q1 | $86K | Buy |
2,822
+217
| +8% | +$6.61K | 0.05% | 302 |
|
|
2016
Q4 | $83K | Buy |
+2,605
| New | +$83K | 0.06% | 271 |
|