Great Lakes Retirement’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-171
| Closed | -$2.56K | – | 437 |
|
|
2024
Q2 | $2.56K | Buy |
+171
| New | +$2.56K | ﹤0.01% | 590 |
|
|
2023
Q4 | – | Sell |
-34,832
| Closed | -$506K | – | 221 |
|
|
2023
Q3 | $506K | Buy |
34,832
+1,002
| +3% | +$14.5K | 0.09% | 163 |
|
|
2023
Q2 | $569K | Buy |
33,830
+1,180
| +4% | +$19.8K | 0.1% | 158 |
|
|
2023
Q1 | $535K | Buy |
32,650
+112
| +0.3% | +$1.84K | 0.1% | 151 |
|
|
2022
Q4 | $585K | Buy |
+32,538
| New | +$585K | 0.15% | 107 |
|