Gold Investment Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
66,324
+2,624
| +4% | +$42.4K | 0.4% | 71 |
|
|
2025
Q1 | $966K | Buy |
63,700
+8,833
| +16% | +$134K | 0.41% | 71 |
|
|
2024
Q4 | $959K | Buy |
54,867
+1,286
| +2% | +$22.5K | 0.4% | 73 |
|
|
2024
Q3 | $941K | Buy |
53,581
+1,644
| +3% | +$28.9K | 0.39% | 71 |
|
|
2024
Q2 | $777K | Sell |
51,937
-3,308
| -6% | -$49.5K | 0.33% | 76 |
|
|
2024
Q1 | $917K | Buy |
55,245
+2,502
| +5% | +$41.5K | 0.37% | 72 |
|
|
2023
Q4 | $941K | Buy |
+52,743
| New | +$941K | 0.4% | 73 |
|